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Original filing (PDF)20231013150628NAL0044932544001
THE DIMARCO GROUP, LLC
Form 5500
FILING_RECEIVED
DIMARCO GROUP RETIREMENT PLAN
401(k) retirement plan
Active participants
520
Accounts w/ balance
651
Plan assets (EOY)
$33.2M
Net assets (EOY)
$33.2M
How this plan invests
This plan
7 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 76% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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
16-1607128
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
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-13
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 | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL - RP | 04-3046611 | — | INVESTMENT ADVISOR | $50K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENHANCED RETIREMENT SOLUTIONS | 84-3317739 | — | TPA | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE | 04-1590850 | — | SERVICE PROVIDER | $96K | — |
Investments
7 pooled funds· $5.8M(18% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ISHARES S&P 500 INDEX K BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | $4.1M | 12.5% |
| ISHARES RUSSELL 2000 SMALL-CAP IDX BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | $990K | 3.0% |
| DFA INFLATION-PROTECTED SECURITIES DIMENSIONAL FUND ADVISORS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $269K | 0.8% |
| VANGUARD INTERNATIONAL GROWTH ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $245K | 0.7% |
| PIMCO INCOME INSTL PIMCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | $86K | 0.3% |
| VANGUARD WELLESLEY INCOME ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $53K | 0.2% |
| MASSMUTUAL SMALL CAP OPPS I MASSMUTUAL · EIN 90-0778283 / PN 000 | Pooled Separate Account | $17K | <0.1% |
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