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Original filing (PDF)20251014154817NAL0004434480001
THE DIMARCO GROUP, LLC
Form 5500
FILING_RECEIVED
DIMARCO GROUP RETIREMENT PLAN
401(k) retirement plan
Active participants
593
Accounts w/ balance
717
Plan assets (EOY)
$44.7M
Net assets (EOY)
$44.7M
How this plan invests
This plan
7 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 64% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE DIMARCO GROUP, LLC.
Plan sponsor
Name
THE DIMARCO GROUP, LLC
EIN
16-1601728
Address
1950 BRIGHTON HENRIETTA T.L. ROAD · ROCHESTER, NY · 146232597
Phone
(585) 272-9390
Industry
Constructionsee 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
2025-10-14
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
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $144K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL - RP | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $13K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MODERN WEALTH HOLDINGS LLC | — | LENEXA, KS | CONTRACT ADMIN | $53K | — |
| ENHANCED RETIREMENT SOLUTIONS | — | ROCHESTER, NY | TPA | $2K | — |
Investments
26 direct securities · 7 pooled funds· $44.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$36.6M
26 holdings
Pooled Separate Account
$8.1M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $6.0M | 13.4% | |
| Vanguard Federal Money Market Fund Mutual Fund | — | — | — | $4.0M | 8.9% | |
| Vanguard Target Retirement 2035 INV Mutual Fund | — | — | — | $3.8M | 8.6% | |
| Vanguard Target Retirement 2045 INV Mutual Fund | — | — | — | $3.8M | 8.5% | |
| Fidelity Advisor Growth Opportunities Fund Mutual Fund | — | — | — | $2.9M | 6.6% | |
| Vanguard Target Retirement 2025 INV Mutual Fund | — | — | — | $2.9M | 6.4% | |
| Vanguard Target Retirement 2040 INV Mutual Fund | — | — | — | $2.3M | 5.1% | |
| Vanguard Target Retirement 2030 INV Mutual Fund | — | — | — | $2.2M | 4.9% | |
| American Funds American Mutual Fund Class R-6 Mutual Fund | — | — | — | $2.2M | 4.9% | |
| Vanguard Mid-Cap Growth Index Fund Mutual Fund | — | — | — | $2.1M | 4.6% | |
| Vanguard Developed Markets Index Fund Mutual Fund | — | — | — | $1.8M | 4.1% | |
| Vanguard Target Retirement 2050 INV Mutual Fund | — | — | — | $1.8M | 4.0% | |
| Vanguard Target Retirement 2055 INV Mutual Fund | — | — | — | $1.1M | 2.5% | |
| ISHARES RUSSELL 2000 SMALL-CAP IDX BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.1M | 2.4% | |
| Victory Core Plus Intermediate Bond R6 Mutual Fund | — | — | — | $971K | 2.2% | |
| iShares Russell Mid-Cap Index Fund Class K Mutual Fund | — | — | — | $785K | 1.8% | |
| Vanguard Target Retirement 2065 INV Mutual Fund | — | — | — | $711K | 1.6% | |
| Vanguard Target Retirement 2060 INV Mutual Fund | — | — | — | $705K | 1.6% | |
| Vanguard Target Retirement 2020 INV Mutual Fund | — | — | — | $531K | 1.2% | |
| American Funds American Balanced Fund Class R-6 Mutual Fund | — | — | — | $466K | 1.0% | |
| Invesco EQV Emerging Markets All Cap Fd Mutual Fund | — | — | — | $459K | 1.0% | |
| VANGUARD INTERNATIONAL GROWTH ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $435K | 1.0% | |
| maturing at various dates through December 2029 | — | — | — | $340K | 0.8% | |
| PGIM High Yield Fund- Class R6 Mutual Fund | — | — | — | $273K | 0.6% | |
| DFA INFLATION-PROTECTED SECURITIES DIMENSIONAL FUND ADVISORS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $248K | 0.6% | |
| MASSMUTUAL SMALL CAP OPPS I MASSMUTUAL · EIN 90-0778283 / PN 000 | Pooled Separate Account | — | — | $222K | 0.5% | |
| Vanguard Target Retirement Income Mutual Fund | — | — | — | $166K | 0.4% | |
| PIMCO INCOME INSTL PIMCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $112K | 0.2% | |
| Vanguard Lifestrategy Growth Fund Mutual Fund | — | — | — | $89K | 0.2% | |
| Allspring Special Mid Cap Value Fund Mutual Fund | — | — | — | $68K | 0.2% | |
| DFA Real Estate Securities Portfolio Mutual Fund | — | — | — | $50K | 0.1% | |
| VANGUARD WELLESLEY INCOME ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $45K | <0.1% | |
| iShares U.S. Aggregate Bond Index Fund Class K Mutual Fund | — | — | — | $21K | <0.1% |
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