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Original filing (PDF)20250918091944NAL0000586403001
DIAMOND SURFACE, INC.
Form 5500
FILING_RECEIVED
DIAMOND SURFACE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
73
Accounts w/ balance
103
Plan assets (EOY)
$15.4M
Net assets (EOY)
$15.4M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIAMOND SURFACE, INC..
Plan sponsor
Name
DIAMOND SURFACE, INC.
EIN
41-1639360
Address
21025 COMMERCE BLVD., SUITE 900 · ROGERS, MN · 55374
Phone
(763) 420-5009
Industry
Constructionsee 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
2025-09-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BERGANKDV, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
22 direct securities· $14.5M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Target Retirement 2030 | — | — | — | $2.7M | 17.8% | |
| T. Rowe Price T. Rowe Price Target Retirement 2055 | — | — | — | $2.6M | 16.7% | |
| T. Rowe Price T. Rowe Price Target Retirement 2025 | — | — | — | $1.1M | 7.4% | |
| T. Rowe Price T. Rowe Price Target Retirement 2050 | — | — | — | $1.1M | 7.3% | |
| T. Rowe Price T. Rowe Price Target Retirement 2020 | — | — | — | $872K | 5.7% | |
| PGIM Growth Z | — | — | — | $842K | 5.5% | |
| MFS Value Fund R4 | — | — | — | $773K | 5.0% | |
| T. Rowe Price T. Rowe Price Target Retirement 2045 | — | — | — | $725K | 4.7% | |
| Dodge & Cox Dodge & Cox International Stock Fund Class I | — | — | — | $492K | 3.2% | |
| John Hancock Financial John Hancock International Growth R6 | — | — | — | $484K | 3.1% | |
| T. Rowe Price T. Rowe Price Target Retirement 2035 | — | — | — | $484K | 3.1% | |
| T. Rowe Price T. Rowe Price Target Retirement 2060 | — | — | — | $466K | 3.0% | |
| MFS Mid Cap Value Fund R6 | — | — | — | $286K | 1.9% | |
| T. Rowe Price T. Rowe Price Diversified Mid Cap Growth Fund | — | — | — | $268K | 1.7% | |
| T. Rowe Price T. Rowe Price Small-Cap Stock Fund | — | — | — | $257K | 1.7% | |
| Franklin Small Cap Value | — | — | — | $238K | 1.5% | |
| John Hancock Financial John Hancock Emerging Markets | — | — | — | $237K | 1.5% | |
| PIMCO Total Return Institutional Fund | — | — | — | $230K | 1.5% | |
| T. Rowe Price T. Rowe Price Target Retirement 2065 | — | — | — | $134K | 0.9% | |
| T. Rowe Price T. Rowe Price Target Retirement 2040 | — | — | — | $67K | 0.4% | |
| Registered Investment Companies T. Rowe Price T. Rowe Price Target Retirement 2010 | — | — | — | $61K | 0.4% | |
| T. Rowe Price T. Rowe Price Retirement Balance Fund | — | — | — | $53K | 0.3% |
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