Original filing (PDF)20250724153149NAL0006437504001

DIPERNA & COMPANY LLC

Name: DIPERNA & COMPANY LLC — DIPERNA & COMPANY LLC 401(K) PLAN, Form 5500 (2024)
Creator: DIPERNA & COMPANY LLC

Form 5500-SF

FILING_RECEIVED

DIPERNA & COMPANY LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIPERNA & COMPANY LLC.

Plan sponsor

Name

DIPERNA & COMPANY LLC

EIN

45-2628261

Address

5422 STILLWATER AVE. · WESTERVILLE, OH · 43082

Phone

(614) 581-3092

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-04-30

Filed

2025-07-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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