How big is Deangelis Diamond Construction, LLC's plan?

Deangelis Diamond Construction, LLC's plan reported $25.4M in assets and 256 participants for 2024.

Original filing (PDF)20250630160122NAL0016675648001

Deangelis Diamond Construction, LLC

Name: Deangelis Diamond Construction, LLC — Deangelis, Form 5500 (2024)
Creator: Deangelis Diamond Construction, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Deangelis Diamond Construction, LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Deangelis Diamond Construction, LLC's Deangelis Diamond Construction, LLC 401(k) Profit Sharing Plan & Trust held $25.4M in plan assets for 256 participants in 2024, with Empower as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

256

Accounts w/ balance

333

Plan assets (EOY)

$25.4M

Net assets (EOY)

$25.4M

People on this filing

David Diamond signed Deangelis Diamond Construction, LLC's 2024 Form 5500 as plan administrator.

David Diamond — 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

Deangelis Diamond Construction, LLC's EIN is 65-0634426.

EIN 65-0634426

Plan number 001

Plan year 2024

ACK ID 20250630160122NAL0016675648001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Deangelis Diamond Construction, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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

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How this plan invests

This plan

3 pooled trusts

Schedule D

48 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

DEANGELIS DIAMOND CONSTRUCTION, LLC

EIN

all filings

Address

6635 WILLOW PARK DRIVE · NAPLES, FL · 34109

Phone

(239) 594-1994

Industry

Construction

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

2025-06-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

2G · Total participant-directed accounts

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO	—	GREENWOOD VILL, CO	RECORDKEEPER	$51K	—
EMPOWER ADVISORY GRP LLC	—	GREENWOOD VILLAGE, CO	INVEST MGMT	$15K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES

Investments

48 direct securities · 3 pooled funds· $23.0M(91% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$14.2M

35 holdings

Self-Directed Brokerage

$4.3M

4 holdings

Common Collective Trusts

$2.0M

3 holdings

Common Collective Trust

$1.0M

3 holdings

Bonds / Notes

$717K

2 holdings

Other securities

$712K

4 holdings

					% of plan
Schwab SDB Securities Roth Self-directed brokerage accounts	Self-Directed Brokerage	—	—	$2.7M	10.6%
Vanguard Target Retirement 2055 Inv Mutual fund	Mutual Funds	—	—	$1.7M	6.8%
Vanguard Target Retirement 2035 Inv Mutual fund	Mutual Funds	—	—	$1.5M	5.8%
Vanguard Target Retirement 2045 Inv Mutual fund	Mutual Funds	—	—	$1.3M	5.3%
Schwab SDB Securities Self-directed brokerage accounts	Self-Directed Brokerage	—	—	$1.3M	5.2%
Vanguard Target Retirement 2040 Inv Mutual fund	Mutual Funds	—	—	$1.2M	4.7%
Vanguard Total World Stock Index Admiral Mutual fund	Mutual Funds	—	—	$1.2M	4.6%
Fidelity Total Market Index Mutual fund	Common Collective Trusts	—	—	$957K	3.8%
Vanguard Growth Index Adm Mutual fund	Mutual Funds	—	—	$890K	3.5%
Vanguard Lifestrategy Growth Inv Mutual fund	Mutual Funds	—	—	$599K	2.4%
Vanguard Target Retirement 2065 Inv Mutual fund	Mutual Funds	—	—	$570K	2.2%
Vanguard 500 Index Admiral Mutual fund	Common Collective Trusts	—	—	$546K	2.2%
Vanguard Information Technology Idx Adm Mutual fund	Common Collective Trusts	—	—	$542K	2.1%
Vanguard Value Index Adm Mutual fund	Mutual Funds	—	—	$501K	2.0%
Vanguard Target Retirement 2050 Inv Mutual fund	Mutual Funds	—	—	$478K	1.9%
BLACKROCK US DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010	Common Collective Trust	—	—	$477K	1.9%
Vanguard Lifestrategy Moderate Growth Mutual fund	Mutual Funds	—	—	$471K	1.9%
Vanguard Target Retirement 2025 Inv Mutual fund	Mutual Funds	—	—	$404K	1.6%
Empower Annuity Insurance Company of America Guaranteed interest fund - interest rate 1.70%	Bonds / Notes	—	—	$401K	1.6%
Vanguard Small Cap Index Adm Mutual fund	Mutual Funds	—	—	$396K	1.6%
T. Rowe Price Global Multi-Sector Bd Mutual fund	Other securities	—	—	$389K	1.5%
Vanguard Equity-Income Adm Mutual fund	Mutual Funds	—	—	$389K	1.5%
American Funds New Perspective R6 Mutual fund	Mutual Funds	—	—	$382K	1.5%
BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY · EIN 20-3802495 / PN 001	Common Collective Trust	—	—	$335K	1.3%
Participant loans Interest rates - 5.00% - 9.50% -0-	Bonds / Notes	—	—	$316K	1.2%
Vanguard Target Retirement 2030 Inv Mutual fund	Mutual Funds	—	—	$247K	1.0%
Schwab SDB Sweep Program Roth Self-directed brokerage accounts	Self-Directed Brokerage	—	—	$228K	0.9%
Franklin Gold And Precious Metals R6 Mutual fund	Mutual Funds	—	—	$221K	0.9%
Vanguard Small Cap Value Index Admiral Mutual fund	Mutual Funds	—	—	$211K	0.8%
Vanguard Target Retirement 2020 Inv Mutual fund	Mutual Funds	—	—	$205K	0.8%
BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001	Common Collective Trust	—	—	$201K	0.8%
Blackrock Health Sciences Opps K Mutual fund	Other securities	—	—	$166K	0.7%
William Blair Large Cap Growth I Mutual fund	Other securities	—	—	$155K	0.6%
Vanguard Target Retirement 2060 Inv Mutual fund	Mutual Funds	—	—	$146K	0.6%
Vanguard Mid-Cap Growth Index Admiral Mutual fund	Mutual Funds	—	—	$136K	0.5%
Vanguard Lifestrategy Cnsrv Gr Inv Mutual fund	Mutual Funds	—	—	$133K	0.5%
Vanguard Mid-Cap Value Index Admiral Mutual fund	Mutual Funds	—	—	$125K	0.5%
Dfa International Value I Mutual fund	Mutual Funds	—	—	$119K	0.5%
Vanguard Strategic Equity Inv Mutual fund	Mutual Funds	—	—	$118K	0.5%
Vanguard Small Cap Growth Index Admiral Mutual fund	Mutual Funds	—	—	$99K	0.4%
Dfa Real Estate Securities I Mutual fund	Mutual Funds	—	—	$95K	0.4%
Schwab SDB Sweep Program Self-directed brokerage accounts	Self-Directed Brokerage	—	—	$88K	0.3%
American Funds Inflation Linked Bd R6 Mutual fund	Mutual Funds	—	—	$83K	0.3%
Dfa US Small Cap Growth Instl Mutual fund	Mutual Funds	—	—	$75K	0.3%
Vanguard Growth & Income Adm Mutual fund	Mutual Funds	—	—	$74K	0.3%
Vanguard Lifestrategy Income Inv Mutual fund	Mutual Funds	—	—	$73K	0.3%
Vanguard Energy Index Adm Mutual fund	Mutual Funds	—	—	$38K	0.2%
Vanguard Utilities Index Adm Mutual fund	Mutual Funds	—	—	$20K	<0.1%
Vanguard Financials Index Adm Mutual fund	Mutual Funds	—	—	$13K	<0.1%
Vanguard Target Retirement Income Inv Mutual fund	Mutual Funds	—	—	$11K	<0.1%