Back to filter
Original filing (PDF)20251107104929NAL0000824880001
ROBERT DIETRICK CO., INC.
Form 5500
FILING_RECEIVED
ROBERT DIETRICK CO., INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
137
Accounts w/ balance
155
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT DIETRICK CO., INC..
Plan sponsor
Name
ROBERT DIETRICK CO., INC.
EIN
35-1385992
Address
9051 TECHNOLOGY DR · FISHERS, IN · 460384544
Phone
(317) 938-5257
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $28K | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| VANGUARD | 23-1945930 | — | NONE | $0 | — |
| LORD ABBETT | 13-3731507 | — | NONE | $0 | — |
| AB GLOBAL | — | DES MOINES, IA | NONE | $0 | — |
| VIRTUS INVESTMENT PARTNERS | 95-4191764 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| TRANSAMERICA FUNDS | — | NEW YORK, NY | NONE | $0 | — |
Investments
23 direct securities· $6.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2055 INV | — | — | — | $1.3M | 20.7% | |
| T. ROWE PRICE RETIREMENT 2040 INV | — | — | — | $1.3M | 20.0% | |
| T. ROWE PRICE RETIREMENT 2030 INV | — | — | — | $754K | 11.6% | |
| T. ROWE PRICE RETIREMENT 2050 INV | — | — | — | $691K | 10.6% | |
| T. ROWE PRICE RETIREMENT 2035 INV | — | — | — | $567K | 8.7% | |
| T. ROWE PRICE RETIREMENT 2060 INV | — | — | — | $491K | 7.5% | |
| T. ROWE PRICE RETIREMENT 2045 INV | — | — | — | $469K | 7.2% | |
| T. ROWE PRICE U.S. TREASURY MONEY INV | — | — | — | $281K | 4.3% | |
| T. ROWE PRICE RETIREMENT 2065 INV | — | — | — | $202K | 3.1% | |
| T. ROWE PRICE RETIREMENT 2025 INV | — | — | — | $144K | 2.2% | |
| PARTICIPANT LOANS | — | — | — | $70K | 1.1% | |
| TRANSAMERICA CAPITAL GROWTH I | — | — | — | $53K | 0.8% | |
| AMERICAN FUNDS GROWTH AND INC PORT R6 | — | — | — | $43K | 0.7% | |
| VANGUARD 500 INDEX ADMIRAL | — | — | — | $22K | 0.3% | |
| AB SMALL CAP GROWTH Z | — | — | — | $20K | 0.3% | |
| VIRTUS KAR SMALL-CAP GROWTH R6 | — | — | — | $20K | 0.3% | |
| T. ROWE PRICE REAL ESTATE INV | — | — | — | $13K | 0.2% | |
| FIDELITY TOTAL MARKET INDEX | — | — | — | $7K | 0.1% | |
| VANGUARD EMERGING MKTS STOCK IDX ADM | — | — | — | $6K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2020 INV | — | — | — | $6K | <0.1% | |
| T. ROWE PRICE BLUE CHIP GROWTH INV | — | — | — | $5K | <0.1% | |
| VANGUARD SMALL CAP INDEX ADM | — | — | — | $4K | <0.1% | |
| T. ROWE PRICE GOVERNMENT MONEY INV | — | — | — | $1K | <0.1% |