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DIVERSIFIED TREATMENT ALTERNAT — DIVERSIFIED TREATMENT ALTERNAT 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250407200914NAL0009591619001
DIVERSIFIED TREATMENT ALTERNAT
Form 5500-SF
FILING_RECEIVED
DIVERSIFIED TREATMENT ALTERNAT 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
122
Accounts w/ balance
65
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DIVERSIFIED TREATMENT ALTERNAT
.
Find decision makers
Plan sponsor
Name
DIVERSIFIED TREATMENT ALTERNAT
EIN
82-0845106
Address
600 ARCH ST · SUNBURY, PA · 178012354
Phone
(845) 538-3997
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-07
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
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80
Knocking points off
No independent qualified public accountant (IQPA) named.
53% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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