Original filing (PDF)20250417220129NAL0000904611044

DIETZ & ASSOCIATES LLC

Name: DIETZ & ASSOCIATES LLC — DIETZ & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: DIETZ & ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

DIETZ & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$83K

Net assets (EOY)

$83K

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 (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

DIETZ & ASSOCIATES LLC

EIN

30-0827049

Address

401 E WHITESTONE BLVD · STE A102 · CEDAR PARK, TX · 78613

Phone

(512) 528-0099

Industry