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Original filing (PDF)20260316085822NAL0001024257001

DELOITTE TOUCHE TOHMATSU SERVICES, LLC

Form 5500
FILING_RECEIVED
DTTS 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,670
Accounts w/ balance
2,226
Plan assets (EOY)
$526.5M
Net assets (EOY)
$526.5M
How this plan invests
This plan
26 pooled trusts
Schedule D
40 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELOITTE TOUCHE TOHMATSU SERVICES, LLC.
Plan sponsor
Name
DELOITTE TOUCHE TOHMATSU SERVICES, LLC
EIN
13-3086681
Address
1221 AVENUE OF THE AMERICAS · NEW YORK, NY · 100201001
Phone
(212) 489-1600
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
RETIREMENT COMMITTEE
EIN
13-3086681
City
NEW YORK, NY
Phone
(212) 489-1600
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

4 rows
Other
4
NameEINLocationRelationDirect compIndirect comp
VANGUARD ADVISORS INC.23-2811930NONE$213K
VANGUARD GROUP INC.23-1945930NONE$47K
VANGUARD GROUP, INC.23-1945930NONE$5K
VANGUARD GROUP INC.23-1945930NONE$5K

Investments

17 direct securities · 26 pooled funds· $555.4M(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
$397.3M
26 holdings
Uncategorized
$158.1M
17 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
VANGUARD INSTITUTIONAL 500 INDEX TR
VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001
Common Collective Trust
$63.4M12.0%
TARGET RETIREMENT 2035 TRUST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6568405 / PN 001
Common Collective Trust
$40.4M7.7%
TARGET RETIREMENT 2040 TRUST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6572691 / PN 001
Common Collective Trust
$37.7M7.2%
The Vanguard Group Vanguard Institutional Total International Stock Market Index Trust$36.4M6.9%
VANGUARD INSTL TTL INT ST MKT IND T
VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001
Common Collective Trust
$36.4M6.9%
TARGET RETIREMENT 2045 TRUST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6574391 / PN 001
Common Collective Trust
$34.4M6.5%
VANGUARD INSTL TOTL ST MARKET IND T
VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6316167 / PN 001
Common Collective Trust
$30.3M5.8%
VANGUARD INSTL TOTAL BOND MKT IND T
VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001
Common Collective Trust
$28.8M5.5%
TARGET RETIREMENT 2050 TRUST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6579799 / PN 001
Common Collective Trust
$26.6M5.1%
TARGET RETIREMENT 2030 TRUST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6565712 / PN 001
Common Collective Trust
$22.1M4.2%
The Vanguard Group Vanguard Mid-Cap Index Fund: Inst'l Plus Shares$21.1M4.0%
The Vanguard Group Vanguard Growth Index Fund Inst$20.1M3.8%
TARGET RETIREMENT 2025 TRUST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6561512 / PN 001
Common Collective Trust
$15.4M2.9%
TARGET RETIREMENT 2055 TRUST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6587002 / PN 001
Common Collective Trust
$15.0M2.8%
T. ROWE PRICE BLUE CHIP GRWTH TR T7
T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004
Common Collective Trust
$13.9M2.6%
The Vanguard Group Vanguard PRIMECAP Fund Admiral Shares$13.5M2.6%
The Vanguard Group Vanguard Dividend Growth Fund$12.9M2.4%
Dimensional Fund Advisors DFA U.S. Sustainability Core 1 Portfolio$10.8M2.1%
The Vanguard Group Vanguard Cash Res Fed Money Market Adm$8.9M1.7%
The Vanguard Group Vanguard Small-Cap Index Fund: Inst'l Plus Shr$8.2M1.6%
TARGET RETIREMENT 2060 TRUST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6588737 / PN 001
Common Collective Trust
$7.7M1.5%
VANGUARD DEVELOPED MARKETS INDEX TR
VANGUARD FIDUCIARY TRUST COMPANY · EIN 86-6632044 / PN 001
Common Collective Trust
$6.6M1.3%
The Vanguard Group Vanguard Value Index Fund Institutional Shares$5.2M1.0%
VANGUARD RETIREMENT SAVINGS TRST II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5455475 / PN 023
Common Collective Trust
$4.2M0.8%
The Vanguard Group Vanguard International Growth Fund Admiral Shares$3.9M0.7%
The Vanguard Group Vanguard Global Equity Fund$3.8M0.7%
TARGET RETIREMENT INCOME TRUST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6551878 / PN 001
Common Collective Trust
$3.6M0.7%
The Vanguard Group Vanguard Explorer Fund Admiral Shares$3.5M0.7%
TARGET RETIREMENT 2065 TRUST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6590672 / PN 001
Common Collective Trust
$3.1M0.6%
Participant Notes Receivable Loan Fund - Interest rates range from 3.75% to 9%$3.1M0.6%
TARGET RETIREMENT 2020 TRUST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6557902 / PN 001
Common Collective Trust
$3.1M0.6%
The Vanguard Group Vanguard Short-Term Inflation-Protected Sec. Idx Fund: Inst'l Shr$2.5M0.5%
PIMCO Income Fund Institutional Class$2.1M0.4%
PRUDENTIAL CORE PLUS BOND TR CL 15
PRUDENTIAL TRUST CO. · EIN 23-6994310 / PN 165
Common Collective Trust
$1.9M0.4%
The Vanguard Group Vanguard Total International Bond Index Fund Instit Shr$1.4M0.3%
TRP INTL SMALL-CAP EQUITY, CL C
T. ROWE PRICE TRUST COMPANY · EIN 36-7612285 / PN 001
Common Collective Trust
$1.3M0.2%
T. ROWE PRICE INTL CORE EQUITY C
T. ROWE PRICE TRUST COMPANY · EIN 32-6200430 / PN 001
Common Collective Trust
$838K0.2%
The Vanguard Group Vanguard Explorer Value Fund$725K0.1%
DIAMOND HILL LG CAP PORTFOLIO CL R2
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 20-4705609 / PN 059
Common Collective Trust
$328K<0.1%
TARGET RETIREMENT 2070 TRUST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7030296 / PN 001
Common Collective Trust
$153K<0.1%
TARGET RETIREMENT INCOME & GROWTH T
VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6432239 / PN 001
Common Collective Trust
$40K<0.1%
T. ROWE PRICE BLUE CHIP GRWTH TR T6
T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004
Common Collective Trust
$0<0.1%
EMERGING MARKETS EQUITY TRUST D
T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 006
Common Collective Trust
$0<0.1%

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