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Original filing (PDF)20251202095527NAL0011504305001
THE DENNELISSE CORPORATION
Form 5500
FILING_RECEIVED
DENNELISSE CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 3
Late filing · 36.5 mo26% in single holdingNo recordkeeper disclosed
Active participants
266
Accounts w/ balance
387
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
How this plan invests
This plan
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
87
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Filed 36.5 months past the 10.5-month grace window.
- Top holding "party or maturity value Cost Value ** American Balanced Fund-R2 Mutual Funds" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE DENNELISSE CORPORATION.
Plan sponsor
Name
THE DENNELISSE CORPORATION
EIN
13-3224954
Address
460 WILLIS AVENUE, 2ND FLOOR · BRONX, NY · 10455
Phone
(212) 265-8320
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-12-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BLATT & DAUMAN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
12 direct securities· $1.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| party or maturity value Cost Value ** American Balanced Fund-R2 Mutual Funds | — | — | — | $373K | 26.3% | |
| Capital World Growth and Income Fund-R2 Mutual Funds | — | — | — | $339K | 23.9% | |
| American Funds Capital Income Builder Class A Mutual Funds | — | — | — | $276K | 19.5% | |
| Intermediate Bond Fund of America-R2 Mutual Funds | — | — | — | $231K | 16.3% | |
| American Funds US Govt Money Market Mutual Funds | — | — | — | $100K | 7.1% | |
| The Bond Fund of America-R2 Mutual Funds | — | — | — | $54K | 3.8% | |
| The Investment Company of America-R2 Mutual Funds * 167 ** Participant Loans Interest Rates 4.25%-6.50% - | — | — | — | $29K | 2.1% | |
| American Funds The Growth Fund of America-R2 Mutual Funds | — | — | — | $9K | 0.6% | |
| American High-Income Trust-R2 Mutual Funds | — | — | — | $3K | 0.2% | |
| American Funds Washington Mutual Investors Fund Mutual Funds | — | — | — | $2K | 0.1% | |
| American Funds EuroPacific Growth-R2 Mutual Funds * 106 ** American Funds New Perspective Fund Class A Mutual Funds * 197 ** American Funds SmallCap World-R2 Mutual Funds | — | — | — | $2K | 0.1% | |
| American Funds Target Date 10-R2 Mutual Funds | — | — | — | $1K | <0.1% |