Diehl Management, Inc. 401 K Profit Sharing Plan
Sponsored by Diehl Management, Inc. · EIN 753133429 · Plan #001
- Total assets
- $18.4M
- Net assets
- $18.3M
- Active participants
- 492
- With balances
- 326
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Petredis Investment Advisors Llc CRD 322371 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Petredis Investment Advisors Llc | Investment advisory (plan), Direct payment from the plan | $40,309 |
| Capital Group Retirement Plan Svcs | Claims processing, Contract administrator, Recordkeeping | $32,394 |
| Baker Tilly Vantagen, Llc | Claims processing, Contract administrator, Other services | $16,593 |