Original filing (PDF)20251014151620NAL0003258497001

DIEHL MANAGEMENT, INC.

Name: DIEHL MANAGEMENT, INC. — DIEHL MANAGEMENT, INC. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DIEHL MANAGEMENT, INC.

Form 5500

FILING_RECEIVED

DIEHL MANAGEMENT, INC. 401K PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

Non-clean audit opinionCorrective distributions issued

Active participants

492

Accounts w/ balance

326

Plan assets (EOY)

$18.4M

Net assets (EOY)

$18.3M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade D

Below-average — multiple flags

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

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIEHL MANAGEMENT, INC..

Plan sponsor

Name

DIEHL MANAGEMENT, INC.

EIN

75-3133429

Address

258-270 PITTSBURGH ROAD · BUTLER, PA · 160023952

Phone

(724) 282-8898

Industry

Retail 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

2025-10-14

Pension benefit codes

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)

2X · Other multiple-employer DC plan

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS	82-4555287	IRVINE, CA	RECORDKEEPER	$32K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PETREDIS INVESTMENT ADVISORS LLC	—	WARRENDALE, PA	INVESTMENT ADVISOR	$40K	—

Investments

1 pooled fund· $288K(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
RELIANCE METLIFE GAC SER 25053 CL 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013	Common Collective Trust	$288K	1.6%

1–1 of 1

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