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Original filing (PDF)20251010082555NAL0007804225001
DMGT US EMPLOYEE SERVICES, INC.
Form 5500
FILING_RECEIVED
DMGT US EMPLOYEE SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
478
Accounts w/ balance
1,912
Plan assets (EOY)
$227.5M
Net assets (EOY)
$227.5M
How this plan invests
This plan
19 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DMGT US EMPLOYEE SERVICES, INC..
Plan sponsor
Name
DMGT US EMPLOYEE SERVICES, INC.
EIN
06-1486807
Address
83 WOOSTER HEIGHTS RD, STE 125 · DANBURY, CT · 06810
Phone
(646) 531-6658
Industry
Information / Tech / Mediasee 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
2025-10-10
Pension benefit codes
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $51K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON HEWITT INVESTMENT CONSULTING, | 36-3109431 | — | CONSULTANT | $63K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $20K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT/AUDITOR | $36K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELLENHOFF GROSSMAN & SCHOLE LLP | 13-3643185 | — | ATTORNEY/LEGAL | $9K | — |
Investments
22 direct securities · 19 pooled funds· $374.6M(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
$201.4M
22 holdings
Common Collective Trust
$173.2M
19 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Similar Party Par, or Maturity Value Cost** Value * Fidelity 500 Index Fund Mutual Fund | — | — | — | $41.3M | 18.2% | |
| Fidelity Freedom 2035 Comingled Pools Fund Common Collective Trust | — | — | — | $24.4M | 10.7% | |
| FID FRDM 2035 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $24.4M | 10.7% | |
| Fidelity Freedom 2045 Comingled Pools Fund Common Collective Trust | — | — | — | $22.9M | 10.1% | |
| FID FRDM 2045 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $22.9M | 10.1% | |
| Fidelity Freedom 2040 Comingled Pools Fund Common Collective Trust | — | — | — | $20.5M | 9.0% | |
| FID FRDM 2040 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $20.5M | 9.0% | |
| Fidelity Freedom 2050 Comingled Pools Fund Common Collective Trust | — | — | — | $20.0M | 8.8% | |
| FID FRDM 2050 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $20.0M | 8.8% | |
| Fidelity Freedom 2030 Comingled Pools Fund Common Collective Trust | — | — | — | $15.3M | 6.7% | |
| FID FRDM 2030 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $15.3M | 6.7% | |
| Parnassus Sustainable Core Equity Fund Common Collective Trust | — | — | — | $15.3M | 6.7% | |
| PARN SUSTAIN CR EQ 1 SEI TRUST COMPANY · EIN 85-3199856 / PN 144 | Common Collective Trust | — | — | $15.3M | 6.7% | |
| BTW SMID CAP CIT BOSTON TRUST WALDEN COMPANY · EIN 85-6529039 / PN 001 | Common Collective Trust | — | — | $12.3M | 5.4% | |
| Fidelity Freedom 2055 Comingled Pools Fund Common Collective Trust | — | — | — | $10.7M | 4.7% | |
| FID FRDM 2055 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $10.7M | 4.7% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $9.9M | 4.3% | |
| Fidelity Freedom 2060 Comingled Pools Fund Common Collective Trust | — | — | — | $5.0M | 2.2% | |
| FID FRDM 2060 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $5.0M | 2.2% | |
| Fidelity Freedom 2025 Comingled Pools Fund Common Collective Trust | — | — | — | $4.1M | 1.8% | |
| FID FRDM 2025 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $4.1M | 1.8% | |
| PRU CORE PLUS BD 12 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $3.9M | 1.7% | |
| Harding Loevner International Equity Instl Z Mutual Fund | — | — | — | $3.8M | 1.7% | |
| Fidelity Freedom 2020 Comingled Pools Fund Common Collective Trust | — | — | — | $3.0M | 1.3% | |
| FID FRDM 2020 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $3.0M | 1.3% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $2.8M | 1.2% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $2.3M | 1.0% | |
| Fidelity Total International Index Fund Mutual Fund | — | — | — | $2.3M | 1.0% | |
| PIMCO Diversified Real Asset Fund Common Collective Trust | — | — | — | $1.9M | 0.8% | |
| PIMCO DIVRSD RL AST SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $1.9M | 0.8% | |
| Fidelity Government Money Market Fund Mutual Fund | — | — | — | $1.3M | 0.6% | |
| Fidelity Freedom 2065 Comingled Pools Fund Common Collective Trust | — | — | — | $1.2M | 0.5% | |
| FID FRDM 2065 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $1.2M | 0.5% | |
| Fidelity Freedom 2010 Comingled Pools Fund Common Collective Trust | — | — | — | $1.0M | 0.5% | |
| FID FRDM 2010 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $1.0M | 0.5% | |
| Fidelity Freedom 2015 Comingled Pools Fund Common Collective Trust | — | — | — | $902K | 0.4% | |
| FID FRDM 2015 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $902K | 0.4% | |
| Fidelity Freedom Income Comingled Pools Fund Common Collective Trust | — | — | — | $731K | 0.3% | |
| FID FRDM INC CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $731K | 0.3% | |
| Participants Participant Loans Rates from 4.25% to 10% | — | — | — | $538K | 0.2% | |
| FID FRDM 2005 CP D FIAM TRUST COMPANY · EIN 20-4659714 / PN 196 | Common Collective Trust | — | — | $0 | <0.1% |