Plan Ledger DOL Form 5500 · updated monthly

Diehl Management, Inc.401(k)

DIEHL MANAGEMENT, INC. 401K PROFIT SHARING PLAN · BUTLER, PA · plan year 2024

Reported admin expense ratio · 2024
0.51%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Diehl Management, Inc. reported $87,196 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,202 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.62% to 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,616th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,594th of 5,215 in retail trade. In 2024, employees put in $2.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,317,161
Participants with balances326
Active participants492
Employer contributions$591,404
Employee contributions$1,714,659
Employer contribution per active participant$1,202
Average account balance$56,188
Benefits paid to participants$1,816,826
Plan auditDisclaimer of opinion
AuditorCATANESE GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$18.3M · 326 accts · $591K emplr
2023$15.6M · 327 accts · $729K emplr
2022$9.9M · 327 accts · $501K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,887
Investment management$40,309
Total administrative$87,196
The Diehl Management, Inc. 401(k) match · 2024
Employer contribution per active participant$1,202
Median for plans this size$2,416
2024$1,202 per active participant
2023$1,446 per active participant
2022$985 per active participant

Diehl Management, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
CAPITAL GROUP RETIREMENT PLAN SVCS · Claims processing · Contract administrator$32,394
PETREDIS INVESTMENT ADVISORS LLC · Investment advisory (plan)$40,309
BAKER TILLY VANTAGEN, LLC · Claims processing · Contract administrator$16,593

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024CAPITAL GROUP RETIREMENT PLAN SVCS
2023CAPITAL GROUP RETIREMENT PLAN SVCS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$87,196 · 0.51%
2023$81,924 · 0.64%
2022$62,234 · 0.62%
Similar plansRetail Trade · Pennsylvania
Boyers Food Markets Inc. PA$19.2M · 0.02%
Sloane Automotive Group PA$18.8M · 0.47%
Allen Imports, LTD., Inc. PA$18.5M · 0.46%
Goods Store, Inc. PA$17.7M · 0.01%
Levin Furniture, LLC PA$17.7M · 0.47%
Motor Truck Equipment Co. PA$17.5M · 0.53%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 753133429 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.