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Original filing (PDF)20250627112808NAL0009743697001
DESIGNER GREETINGS INC
Form 5500
FILING_RECEIVED
DESIGNER GREETINGS INC. 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
188
Accounts w/ balance
139
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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 DESIGNER GREETINGS INC.
Plan sponsor
Name
DESIGNER GREETINGS INC
EIN
13-3117629
Address
11 EXECUTIVE AVE · EDISON, NJ · 08817
Phone
(732) 662-6788
Industry
Wholesale Tradesee 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
2025-06-27
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPLED ADVISORS, INC. | 88-1673202 | — | NONE | $39K | — |
| ADP, INC. | 13-3036745 | — | NONE | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | NONE | $0 | — |
Investments
34 direct securities · 1 pooled fund· $9.5M(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
$5.8M
32 holdings
Mutual Funds
$1.5M
1 holding
Common Collective Trusts
$1.1M
1 holding
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S SHARES / UNITS Columbia Seligman Technology and Info Fund | Mutual Funds | — | $10K | $1.5M | 17.7% | |
| * MetLife Stable Value Fund - Class 10 | Common Collective Trusts | — | $8K | $1.1M | 13.1% | |
| METLIFE REL ST VAL 25053-10 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.1M | 13.1% | |
| Ishares S&P 500 Index Fund | — | — | $1K | $961K | 11.3% | |
| Amercent One Choice 2035 | — | — | $44K | $706K | 8.3% | |
| Amercent One Choice 2025 | — | — | $25K | $349K | 4.1% | |
| Goldman Sachs Mid Cap Growth Inv | — | — | $23K | $347K | 4.1% | |
| Alger Capital Appreciation Institutional Fund | — | — | $8K | $343K | 4.1% | |
| Amercent One Choice Retire | — | — | $24K | $296K | 3.5% | |
| Franklin Templeton Conservative Allocation Fund | — | — | $21K | $291K | 3.4% | |
| Amercent One Choice 2040 | — | — | $22K | $286K | 3.4% | |
| Lord Abbett Fundamental Equity | — | — | $18K | $275K | 3.2% | |
| Amercent One Choice 2045 | — | — | $14K | $251K | 3.0% | |
| Victory Small Company Opportunity Fund | — | — | $5K | $234K | 2.8% | |
| Amercent One Choice 2030 | — | — | $17K | $205K | 2.4% | |
| Federated Total Return Bond Fund | — | — | $20K | $188K | 2.2% | |
| MFS Value Fund | — | — | $3K | $167K | 2.0% | |
| Amercent One Choice 2055 | — | — | $7K | $120K | 1.4% | |
| Franklin Growth Allocation Fund | — | — | $5K | $104K | 1.2% | |
| Thornburg International Equity Fund | — | — | $4K | $103K | 1.2% | |
| Ishares Russell 2000 Small Cap Fund | — | — | $4K | $102K | 1.2% | |
| Lord Abbett Developing Growth Fund | — | — | $2K | $59K | 0.7% | |
| Franklin Templeton Moderate Allocation Fund | — | — | $4K | $59K | 0.7% | |
| Davis Financial Y Fund 860 | — | — | — | $57K | 0.7% | |
| Victory Established Value | — | — | $1K | $47K | 0.5% | |
| Ishares Russell Mid Cap Index Fund | — | — | $3K | $44K | 0.5% | |
| Lord Abbett High Yield Fund I | — | — | $7K | $42K | 0.5% | |
| Amercent One Choice 2050 | — | — | $3K | $41K | 0.5% | |
| Blackrock Global Allocation Institutional Fund | — | — | $1K | $24K | 0.3% | |
| The Hartford Healthcare 477 | — | — | — | $21K | 0.2% | |
| Invesco Real Estate | — | — | $1K | $20K | 0.2% | |
| Amercent Inflation Adjustment Bond Fund | — | — | $2K | $18K | 0.2% | |
| Invesco Developing Markets Fund 427 | — | — | — | $16K | 0.2% | |
| PGIM Jennison Natural Resources 198 | — | — | — | $11K | 0.1% | |
| Invesco International Equity Y 421 | — | — | — | $9K | 0.1% |
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