Original filing (PDF)20250522174332NAL0008968274001

DIANI-WARD-DIANI, LLC

Name: DIANI-WARD-DIANI, LLC — DIANI COMPANIES 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: DIANI-WARD-DIANI, LLC

Form 5500-SF

FILING_RECEIVED

DIANI COMPANIES 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.1M

Net assets (EOY)

$10.1M

Plan health score

/ 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIANI-WARD-DIANI, LLC.

Plan sponsor

Name

DIANI-WARD-DIANI, LLC

EIN

77-0538278

Address

P.O. BOX 1279 · SANTA MARIA, CA · 934561279

Phone

(805) 925-9533

Industry

Professional & Technical Servicessee all

Plan administrator

Name

SANTA BARBARA PENSION CONSULTANTS, INC.

EIN

77-0307834

City

SANTA BARBARA, CA

Phone

(805) 568-3814

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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