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Original filing (PDF)20251015094259NAL0005694080001
DEMATIC CORP.
Form 5500
FILING_RECEIVED
DEMATIC CORP. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,976
Accounts w/ balance
5,066
Plan assets (EOY)
$843.7M
Net assets (EOY)
$843.7M
How this plan invests
This plan
30 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — modestly above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEMATIC CORP..
Plan sponsor
Name
DEMATIC CORP.
EIN
04-3834872
Address
507 PLYMOUTH AVE NE · GRAND RAPIDS, MI · 495056029
Phone
(616) 913-6526
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
EHTC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL PEARLSTREET INVESTMENT MANAG | 43-0538770 | — | INVESTMENT MANAGEMENT | $80K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $547K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECHELBARGER, HIMEBAUGH, TAMM & CO. | 38-2498459 | — | ACCOUNTANT | $24K | — |
Investments
16 direct securities · 30 pooled funds· $863.9M(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.
Common Collective Trust
$403.3M
14 holdings
Uncategorized
$373.3M
16 holdings
Pooled Separate Account
$87.3M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies Fidelity Investments Fidelity 500 Index Fund | — | — | — | $128.9M | 15.3% | |
| T. ROWE PR RT BLND 2030 TRST B T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $67.8M | 8.0% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $59.9M | 7.1% | |
| T. ROWE PR RT BLND 2040 TRST B T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $56.5M | 6.7% | |
| T. ROWE PR RT BLND 2050 TRST B T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $56.2M | 6.7% | |
| PUTNAM STABLE VALUE FUND (20) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $48.4M | 5.7% | |
| Self-Directed Brokerage Accounts Schwab Funds Self-Directed Brokerage Accounts | — | — | — | $39.4M | 4.7% | |
| T. ROWE PR RT BLND 2055 TRST B T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $34.9M | 4.1% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $33.3M | 3.9% | |
| T. ROWE PR RT BLND 2035 TRST B T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $32.5M | 3.9% | |
| T. ROWE PR RT BLND 2060 TRST B T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $30.4M | 3.6% | |
| JP Morgan JP Morgan Equity Income R6 Fund | — | — | — | $24.0M | 2.8% | |
| T. ROWE PR RT BLND 2045 TRST B T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $23.3M | 2.8% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $23.1M | 2.7% | |
| Principal Life Insurance Company Principal Diversified International Separate Account-Z | — | — | — | $21.1M | 2.5% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $21.1M | 2.5% | |
| BlackRock Mid-Cap Growth Equity Portfolio Institutional Fund | — | — | — | $20.3M | 2.4% | |
| Fidelity Investments Fidelity Advisor High Income Advantage I Fund | — | — | — | $19.7M | 2.3% | |
| American Funds American Funds New World R6 Fund | — | — | — | $16.8M | 2.0% | |
| T. ROWE PR RT BLND 2020 TRST B T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $16.8M | 2.0% | |
| Participant Loans Rates range from 4.25% to 9.50% -0- | — | — | — | $12.8M | 1.5% | |
| SMALL CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $11.3M | 1.3% | |
| T. ROWE PR RT BLND 2025 TRST B T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $10.6M | 1.3% | |
| American Century Investments American Century Mid-Cap Value R6 Fund | — | — | — | $9.4M | 1.1% | |
| Vanguard Group Vanguard Intermediate-Term Bond Index Institutional Fund | — | — | — | $9.1M | 1.1% | |
| T. ROWE PR RT BLND 2065 TRST B T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $7.9M | 0.9% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $6.3M | 0.7% | |
| Victory Sycamore Victory Sycamore Small Company Opportunity I Fund | — | — | — | $6.2M | 0.7% | |
| T. ROWE PR RT BLND 2005 TRST B T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $5.3M | 0.6% | |
| Nuveen Asset Management Nuveen Real Estate Securities I Fund | — | — | — | $4.4M | 0.5% | |
| Fidelity Investments Fidelity Inflation-Protection Bond Index Fund | — | — | — | $3.6M | 0.4% | |
| T. ROWE PR RT BLND 2015 TRST B T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.2% | |
| PGIM Investments PGIM Global Total Return R6 Fund | — | — | — | $1.2M | 0.1% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $99 | <0.1% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $0 | <0.1% |
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