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Original filing (PDF)20251015134813NAL0002392611001
DDA SERVICES, INC.
Form 5500
FILING_RECEIVED
DDA SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
127
Accounts w/ balance
202
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Advisor Freedom 2030 Fund, 88,123 shares" is 27% of plan.
Helping the score
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DDA SERVICES, INC..
Plan sponsor
Name
DDA SERVICES, INC.
EIN
02-0468168
Address
11 NAVIGATOR ROAD · LONDONDERRY, NH · 03053
Phone
(603) 647-4838
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
BOIVIN & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC FS INC | 02-0275490 | — | ADVISOR | $0 | — |
Investments
28 direct securities· $4.5M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2030 Fund, 88,123 shares | — | — | $88K | $1.2M | 26.5% | |
| Fidelity Advisor Freedom 2025 Fund, 62,197 shares | — | — | $62K | $786K | 16.8% | |
| Fidelity Advisor Freedom 2035 Fund, 22,204 shares | — | — | $22K | $319K | 6.8% | |
| Fidelity Advisor Freedom 2040 Fund, 17,442 shares | — | — | $17K | $286K | 6.1% | |
| JP Morgan Equity Index Fund, 3,231 shares | — | — | $3K | $285K | 6.1% | |
| Fidelity Advisor Freedom 2020 Fund, 19,067 shares | — | — | $19K | $223K | 4.8% | |
| Fidelity Advisor Freedom 2055 Fund, 14,756 shares | — | — | $15K | $219K | 4.7% | |
| Fidelity Advisor Strategic Income Fund, 17,208 shares | — | — | $17K | $197K | 4.2% | |
| Fidelity Advisor Freedom 2015 Fund, 16,140 shares | — | — | $16K | $168K | 3.6% | |
| Fidelity Advisor Freedom 2060 Fund, 10,517 shares | — | — | $11K | $143K | 3.1% | |
| Fidelity Government Money Market Fund, 91,228 shares | — | — | $91K | $91K | 1.9% | |
| Fidelity Advisor Freedom 2050 Fund, 6,795 shares | — | — | $7K | $90K | 1.9% | |
| iShares MSCI EAFE International Index Fund, 5,911 shares | — | — | $6K | $89K | 1.9% | |
| Party or Maturity Value * Participant loans 3.25%-9.50% | — | — | — | $81K | 1.7% | |
| Fidelity Advisor Total Bond Fund, 7,410 shares | — | — | $7K | $70K | 1.5% | |
| Janus Henderson Enterprise Fund, 372 shares | — | — | — | $46K | 1.0% | |
| Fidelity Advisor Real Estate Fund, 2,228 shares | — | — | $2K | $36K | 0.8% | |
| Fidelity Advisor Freedom Income Fund, 3,606 shares | — | — | $4K | $36K | 0.8% | |
| Fidelity Advisor Growth Opportunities Fund, 179 shares | — | — | — | $31K | 0.7% | |
| Fidelity Advisor Freedom 2010 Fund, 2,693 shares | — | — | $3K | $28K | 0.6% | |
| JP Morgan US Small Company Fund, 1,390 shares | — | — | $1K | $23K | 0.5% | |
| Fidelity Advisor Freedom 2065 Fund, 1,262 shares | — | — | $1K | $16K | 0.3% | |
| Lazard International Strategic Equity Portfolio, 953 shares | — | — | — | $13K | 0.3% | |
| JP Morgan Equity Income Fund, 322 shares | — | — | — | $7K | 0.2% | |
| Invesco Main Street Mid Cap Fund, 192 shares | — | — | — | $5K | 0.1% | |
| Fidelity Advisor New Insights Fund, 107 shares | — | — | — | $4K | <0.1% | |
| Fidelity Advisor Large Cap Fund, 79 shares | — | — | — | $4K | <0.1% | |
| Fidelity Inflation Protected Bond Index Fund, 156 shares | — | — | — | $1K | <0.1% |