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Original filing (PDF)20251028083210NAL0004564403001
DENTSU INTERNATIONAL AMERICAS, LLC
Form 5500
FILING_RECEIVED
BENEFITSPLUS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
7,322
Accounts w/ balance
14,154
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
19 pooled trusts
Schedule D
31 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
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DENTSU INTERNATIONAL AMERICAS, LLC.
Plan sponsor
Name
DENTSU INTERNATIONAL AMERICAS, LLC
EIN
13-3906970
Address
150 E 42ND STREET · NEW YORK, NY · 10017
Phone
(212) 591-9100
Industry
Professional & Technical Servicessee 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
2025-10-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDG-CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $695K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $102K | — |
| BDG CPAS | 22-2625944 | — | NONE | $26K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
Investments
15 direct securities · 19 pooled funds· $1.3B(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
$832.3M
18 holdings
Uncategorized
$417.9M
15 holdings
Pooled Separate Account
$26.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $165.7M | 13.6% | |
| T. ROWE PRICE RET 2050 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $127.0M | 10.4% | |
| T. ROWE PRICE RET 2045 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $116.5M | 9.5% | |
| T. ROWE PRICE RET 2055 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $111.0M | 9.1% | |
| T. ROWE PRICE RET 2040 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $106.8M | 8.7% | |
| T. ROWE PRICE RET 2035 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $75.5M | 6.2% | |
| WINSLOW LARGE CAP GROWTH FUND SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $75.1M | 6.2% | |
| T. ROWE PRICE RET 2060 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $59.3M | 4.9% | |
| T. ROWE PRICE RET 2030 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $48.0M | 3.9% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $37.9M | 3.1% | |
| Fidelity International Index Fund Investor Class Mutual Fund | — | — | — | $34.6M | 2.8% | |
| Columbia Trust Dividend Income Common / Collective Trust | — | — | — | $30.0M | 2.5% | |
| COLUMBIA TR DIV INC FD INST 1 AMERPRISE TRUST COMPANY · EIN 41-0007957 / PN 218 | Common Collective Trust | — | — | $30.0M | 2.5% | |
| New York Life Anchor Account IV Pooled Separate Account | — | — | — | $26.0M | 2.1% | |
| PSA NO. 25 (STABLE VALUE ACCOUNT) NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $26.0M | 2.1% | |
| JPMorgan Mid Cap Value R6 Mutual Fund | — | — | — | $22.7M | 1.9% | |
| FIAM CORE PLUS COM POOL CL I FIDELITY INSTITUTIONAL ASSET MGMT TRUST · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $21.9M | 1.8% | |
| T. ROWE PRICE RET 2025 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $21.1M | 1.7% | |
| Vanguard Total Bond Market Index Institutional Mutual Fund | — | — | — | $20.8M | 1.7% | |
| GG TR EUROPACIFIC GRW GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $19.4M | 1.6% | |
| Carillon Eagle Mid Cap Growth Fund R6 Mutual Fund | — | — | — | $16.6M | 1.4% | |
| Driehaus Emerging Markets Growth Institutional Mutual Fund | — | — | — | $15.9M | 1.3% | |
| Loomis Sayles Small Cap Growth Fund Class N Mutual Fund | — | — | — | $12.1M | 1.0% | |
| Allspring Special Small Cap Value R6 Mutual Fund | — | — | — | $11.6M | 0.9% | |
| T.ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $9.9M | 0.8% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $9.2M | 0.8% | |
| Personal Choice Retirement Self-Directed Brokerage Account | — | — | — | $7.7M | 0.6% | |
| T. ROWE PRICE RET 2020 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $7.4M | 0.6% | |
| Participant loans 4.17% - 9.50% (various maturities) -0- | — | — | — | $6.9M | 0.6% | |
| T. ROWE PRICE RET 2015 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.1% | |
| T. ROWE PRICE RET 2005 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $941K | <0.1% | |
| T. ROWE PRICE RET 2010 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $876K | <0.1% | |
| Vanguard Federal Money Market Fund Interest-bearing cash | — | — | — | $265K | <0.1% | |
| COLUMBIA TR STABLE GOVT I-0 FD AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 058 | Common Collective Trust | — | — | $0 | <0.1% |