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Original filing (PDF)20251014195853NAL0007324274001
DEKA RESEARCH & DEVELOPMENT CORP.
Form 5500
FILING_RECEIVED
DEKA RESEARCH & DEVELOPMENT CORP. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
967
Accounts w/ balance
1,365
Plan assets (EOY)
$123.2M
Net assets (EOY)
$123.2M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEKA RESEARCH & DEVELOPMENT CORP..
Plan sponsor
Name
DEKA RESEARCH & DEVELOPMENT CORP.
EIN
02-0361515
Address
340 COMMERCIAL STREET · MANCHESTER, NH · 03101
Phone
(603) 669-5139
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TAWNEY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $61K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $256 | — |
Investments
24 direct securities · 1 pooled fund· $122.6M(100% 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.
Uncategorized
$110.3M
23 holdings
OTHER
$9.6M
1 holding
Common Collective Trust
$2.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2035 Fund Mutual Fund | — | — | — | $15.1M | 12.3% | |
| T. Rowe Price Retirement 2055 Fund Mutual Fund | — | — | — | $13.5M | 10.9% | |
| T. Rowe Price Retirement 2040 Fund Mutual Fund | — | — | — | $11.6M | 9.4% | |
| T. Rowe Price Retirement 2030 Fund Mutual Fund | — | — | — | $9.8M | 8.0% | |
| participant directed brokerage | OTHER | — | — | $9.6M | 7.8% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $8.9M | 7.2% | |
| T. Rowe Price Retirement 2050 Fund Mutual Fund | — | — | — | $8.7M | 7.0% | |
| T. Rowe Price Retirement 2060 Fund Mutual Fund | — | — | — | $8.0M | 6.5% | |
| T. Rowe Price Retirement 2025 Fund Mutual Fund | — | — | — | $6.9M | 5.6% | |
| T. Rowe Price Retirement 2045 Fund Mutual Fund | — | — | — | $6.6M | 5.4% | |
| T. Rowe Price Growth Stock Fund Mutual Fund | — | — | — | $5.6M | 4.5% | |
| T. Rowe Price Retirement 2065 Fund Mutual Fund | — | — | — | $2.8M | 2.3% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.7M | 2.2% | |
| T. Rowe Price Retirement 2020 Fund Mutual Fund | — | — | — | $2.6M | 2.1% | |
| T. Rowe Price Retirement 2010 Fund Mutual Fund | — | — | — | $1.7M | 1.4% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $1.6M | 1.3% | |
| T. Rowe Price Retirement 2015 Fund Mutual Fund | — | — | — | $1.5M | 1.2% | |
| Dimensional Fund Advisors US Large Cap Value Mutual Fund | — | — | — | $1.2M | 1.0% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $1.2M | 1.0% | |
| Fidelity Total International Stock Index Mutual Fund | — | — | — | $1.2M | 0.9% | |
| Fidelity Real Estate Index Fund Mutual Fund | — | — | — | $953K | 0.8% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $466K | 0.4% | |
| T. Rowe Price Emerging Markets Stock Fund Mutual Fund | — | — | — | $264K | 0.2% | |
| T. Rowe Price Retirement 2005 Fund Mutual Fund | — | — | — | $122K | <0.1% | |
| T. Rowe Price Government Money Market Mutual Fund | — | — | — | $88K | <0.1% |
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