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Original filing (PDF)20250926115622NAL0009375825001

DIVERSIFIED HOLDING CO.

Form 5500
FILING_RECEIVED
DIVERSIFIED COMMUNICATIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
334
Accounts w/ balance
496
Plan assets (EOY)
$96.4M
Net assets (EOY)
$96.4M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • Top holding "[DFE: MIP CL 2 (no filing on disk)]" is 100% of plan.
Helping the score
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIVERSIFIED HOLDING CO..
Plan sponsor
Name
DIVERSIFIED HOLDING CO.
EIN
01-0522788
Address
PO BOX 7437 · PORTLAND, ME · 04112
Phone
(207) 842-5400
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER NEWMAN NOYES
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786RECORDKEEPER-$92K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
UBS FINANCIAL SERVICES13-2638166INVESTMENT ADVISOR$19K
Accountant / Auditor
1
NameEINLocationRelationDirect compIndirect comp
BAKER NEWMAN NOYES01-0494526ACCOUNTANT/AUDITOR$17K

Investments

1 pooled fund· $1.8M(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

PIInvestmentTypeShares / unitsCostCurrent value% of plan
MIP CL 2
FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024
Common Collective Trust
$1.8M1.8%

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