How big is PDI Toledo, LLC's plan?

PDI Toledo, LLC's plan reported $284K in assets and 11 participants for 2024.

Original filing (PDF)20250625092326NAL0004629603002

PDI Toledo, LLC

Name: PDI Toledo, LLC — PDI Toledo, LLC Retirement Trust, Form 5500 (2024)
Creator: PDI Toledo, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PDI Toledo, LLC Retirement Trust

401(k) retirement plan · PDI Toledo, LLC's PDI Toledo, LLC Retirement Trust held $284K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$284K

Net assets (EOY)

$284K

People on this filing

Leslie Slobotzky signed PDI Toledo, LLC's 2024 Form 5500 as plan administrator.

Leslie Slobotzky — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

PDI Toledo, LLC's EIN is 20-3771130.

EIN 20-3771130

Plan number 001

Plan year 2024

ACK ID 20250625092326NAL0004629603002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PDI Toledo, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PDI Toledo, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PDI TOLEDO, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

PDI TOLEDO, LLC

EIN

all filings

Address

15371 HEMLOCK POINT ROAD · CHAGRIN FALLS, OH · 44022

Phone

(440) 338-8959

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator