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Original filing (PDF)20251014130227NAL0002836161001
DSS ADMINISTRATIVE GROUP, INC.
Form 5500
FILING_RECEIVED
DSS ADMINISTRATIVE GROUP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
90
Accounts w/ balance
136
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
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 DSS ADMINISTRATIVE GROUP, INC..
Plan sponsor
Name
DSS ADMINISTRATIVE GROUP, INC.
EIN
16-1541956
Address
275 WIREGRASS PARKWAY · WEST HENRIETTA, NY · 14586
Phone
(585) 325-3610
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
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
FREED MAXICK P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENHANCED RETIREMENT SOLUTIONS | — | ROCHESTER, NY | TPA | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORD-KEEPER | $0 | — |
Investments
27 direct securities· $7.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CASH EQUIVALENTS * Vanguard Financial Vanguard Treasury Money Market | — | — | — | $1.2M | 17.2% | |
| American Funds American Funds Trgt Date Ret 2040 R6 | — | — | — | $825K | 11.8% | |
| American Funds American Funds Trgt Date Ret 2030 R6 | — | — | — | $822K | 11.7% | |
| American Funds American Funds Trgt Date Ret 2025 R6 | — | — | — | $784K | 11.2% | |
| American Funds American Funds Trgt Date Ret 2035 R6 | — | — | — | $564K | 8.0% | |
| American Funds American Funds Trgt Date Ret 2050 R6 | — | — | — | $425K | 6.1% | |
| Vanguard Financial Vanguard 500 Index Adm | — | — | — | $387K | 5.5% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $311K | 4.4% | |
| American Funds American Funds Trgt Date Ret 2045 R6 | — | — | — | $174K | 2.5% | |
| Vanguard Financial Vanguard Mid Cap Index Adm | — | — | — | $167K | 2.4% | |
| American Funds American Funds Trgt Date Ret 2020 R6 | — | — | — | $160K | 2.3% | |
| American Funds American Funds Trgt Date Ret 2060 R6 | — | — | — | $157K | 2.2% | |
| Vanguard Financial Vanguard LifeStrategy Growth Inv | — | — | — | $152K | 2.2% | |
| American Funds American Funds Trgt Date Ret 2055 R6 | — | — | — | $152K | 2.2% | |
| Macquarie Emerging Markets R6 | — | — | — | $144K | 2.1% | |
| Macquarie Small Cap Core R6 | — | — | — | $105K | 1.5% | |
| DFA Intl Sustainability Core 1 Portfl I | — | — | — | $97K | 1.4% | |
| DFA Real Estate Securities Portfolio I | — | — | — | $76K | 1.1% | |
| iShares Russell 2000 SmCap Ind K | — | — | — | $73K | 1.0% | |
| American Funds American Funds Trgt Date Ret 2015 R6 | — | — | — | $49K | 0.7% | |
| Vanguard Financial Vanguard Developed Mkts Index Adm | — | — | — | $40K | 0.6% | |
| PIMCO Income Instl | — | — | — | $34K | 0.5% | |
| Vanguard Financial Vanguard Mid-Cap Growth Index Adm | — | — | — | $28K | 0.4% | |
| JPMorgan Equity Income R6 | — | — | — | $26K | 0.4% | |
| Fidelity Inflation-Protected Bond Ind | — | — | — | $14K | 0.2% | |
| Vanguard Financial Vangaurd Total Bond Market Index Adm | — | — | — | $9K | 0.1% | |
| PGIM High Yield R6 | — | — | — | $3K | <0.1% |
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