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Original filing (PDF)20250821071416NAL0001956611001
DESTINATION XL GROUP, INC.
Form 5500
FILING_RECEIVED
DESTINATION XL GROUP, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
1,486
Accounts w/ balance
2,225
Plan assets (EOY)
$107.3M
Net assets (EOY)
$107.3M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
85
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 25 bps in Schedule C fees — 151% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DESTINATION XL GROUP, INC..
Plan sponsor
Name
DESTINATION XL GROUP, INC.
EIN
04-2623104
Address
555 TURNPIKE STREET · CANTON, MA · 02021
Phone
(781) 828-9300
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-21
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)
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $188K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $58K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C | 43-1947695 | — | ACCOUNTANT/AUDITOR | $24K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
28 direct securities · 1 pooled fund· $104.9M(98% 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
$98.9M
28 holdings
Common Collective Trust
$6.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund R6 Mutual fund | — | — | — | $12.7M | 11.9% | |
| Fidelity® 500 Index Fund Mutual fund | — | — | — | $11.8M | 11.0% | |
| American Funds 2030 Target Date Retirement Fund R6 Mutual fund | — | — | — | $9.5M | 8.9% | |
| American Funds 2045 Target Date Retirement Fund R6 Mutual fund | — | — | — | $8.7M | 8.1% | |
| MFS Growth Fund Class R4 Mutual fund | — | — | — | $7.8M | 7.3% | |
| American Funds 2040 Target Date Retirement Fund R6 Mutual fund | — | — | — | $7.0M | 6.6% | |
| American Funds 2050 Target Date Retirement Fund R6 Mutual fund | — | — | — | $6.8M | 6.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $6.1M | 5.6% | |
| American Funds 2025 Target Date Retirement Fund R6 Mutual fund | — | — | — | $4.2M | 3.9% | |
| American Funds 2055 Target Date Retirement Fund R6 Mutual fund | — | — | — | $4.0M | 3.7% | |
| American Funds 2020 Target Date Retirement Fund R6 Mutual fund | — | — | — | $3.4M | 3.1% | |
| Columbia Dividend Income I Mutual fund | — | — | — | $3.2M | 3.0% | |
| J H Enterprise T Mutual fund | — | — | — | $3.0M | 2.8% | |
| MFS International Value Fund Mutual fund | — | — | — | $2.8M | 2.6% | |
| American Century Mid Cap Value Fund R6 Mutual fund | — | — | — | $2.3M | 2.1% | |
| American Funds 2060 Target Date Retirement Fund R6 Mutual fund | — | — | — | $2.1M | 1.9% | |
| Delaware Small Cap Core Fund Class R6 Mutual fund | — | — | — | $2.1M | 1.9% | |
| Victory Fund for Income R6 Mutual fund | — | — | — | $1.4M | 1.3% | |
| Notes receivable from participants Interest rates range from 4.75%-10.00% | — | — | — | $1.3M | 1.2% | |
| American Funds 2015 Target Date Retirement Fund R6 Mutual fund | — | — | — | $1.2M | 1.2% | |
| Pimco Income Fund Mutual fund | — | — | — | $838K | 0.8% | |
| American Funds 2065 Target Date Retirement Fund R6 Mutual fund | — | — | — | $766K | 0.7% | |
| Fidelity International Index Fund Mutual fund | — | — | — | $417K | 0.4% | |
| American Funds 2010 Target Date Retirement Fund R6 Mutual fund | — | — | — | $406K | 0.4% | |
| Pimco International Bond Fund (US Dollar-Hedged) Mutual fund | — | — | — | $359K | 0.3% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $334K | 0.3% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $263K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual fund | — | — | — | $149K | 0.1% | |
| Fidelity Government Money Market Money market fund | — | — | — | $2K | <0.1% |