How big is Dunnhumby Inc.'s plan?

Dunnhumby Inc.'s plan reported $50.8M in assets and 271 participants for 2024.

Original filing (PDF)20250822081447NAL0008882112001

Dunnhumby Inc.

Name: Dunnhumby Inc. — Dunnhumby Inc. 401(k) Plan, Form 5500 (2024)
Creator: Dunnhumby Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Dunnhumby Inc. 401(k) Plan

401(k) retirement plan · Dunnhumby Inc.'s Dunnhumby Inc. 401(k) Plan held $50.8M in plan assets for 271 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

271

Accounts w/ balance

386

Plan assets (EOY)

$50.8M

Net assets (EOY)

$50.8M

People on this filing

Mike Bross signed Dunnhumby Inc.'s 2024 Form 5500 as plan administrator.

Mike Bross — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dunnhumby Inc.'s EIN is 20-0469279.

EIN 20-0469279

Plan number 001

Plan year 2024

ACK ID 20250822081447NAL0008882112001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dunnhumby Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dunnhumby Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (85th percentile).

Plan sponsor

Name

DUNNHUMBY INC.

EIN

all filings

Address

3825 EDWARDS ROAD · SUITE 600 · CINCINNATI, OH · 45209

Phone

(513) 632-1148

Industry

Professional & Technical Services

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

2025-08-22

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$9K	—

Investments

34 direct securities· $50.8M(100% of reported assets)

Mutual Funds

$35.2M

23 holdings

Common Collective Trusts

$11.4M

4 holdings

Other securities

$3.0M

5 holdings

Self-Directed Brokerage

$942K

1 holding

Participant loans

$316K

1 holding

					% of plan
Fidelty 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$8.2M	16.1%
Fidelity Freedom K 2055 Fund Mutual Fund	Mutual Funds	—	—	$5.4M	10.6%
Fidelity Contrafund Mutual Fund	Mutual Funds	—	—	$4.8M	9.4%
Fidelity Freedom K 2050 Fund Mutual Fund	Mutual Funds	—	—	$4.0M	7.8%
Fidelity Freedom K 2045 Fund Mutual Fund	Mutual Funds	—	—	$3.4M	6.7%
Fidelity Freedom K 2030 Fund Mutual Fund	Mutual Funds	—	—	$2.4M	4.7%
Fidelity Freedom K 2035 Fund Mutual Fund	Mutual Funds	—	—	$2.3M	4.5%
Fidelity Freedom K 2040 Fund Mutual Fund	Mutual Funds	—	—	$2.1M	4.2%
Fidelity Extended Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.7M	3.3%
Fidelity Freedom K 2060 Fund Mutual Fund	Mutual Funds	—	—	$1.6M	3.2%
Fidelity Government Money Market Fund K6 Money Market Mutual Fund	Mutual Funds	—	—	$1.5M	3.0%
Fidelty International Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.3M	2.6%
Fidelity Freedom K 2025 Fund Mutual Fund	Mutual Funds	—	—	$1.2M	2.4%
Fidelity Total Bond Fund Mutual Fund	Mutual Funds	—	—	$1.1M	2.2%
Janus Henderson Enterprise Fund Class N Mutual Fund	Mutual Funds	—	—	$1.0M	2.0%
Fidelity BrokerageLink Investment Participant Directed Brokerage Account	Self-Directed Brokerage	—	—	$942K	1.9%
JP Morgan US Value R6 Mutual Fund	Other securities	—	—	$776K	1.5%
Virtus Ceredex Mid-Cap Value Equity Fund R6 Mutual Fund	Other securities	—	—	$772K	1.5%
Fidelity Select Health Care Portfolio Mutual Fund	Mutual Funds	—	—	$695K	1.4%
Glenmede Small Cap Equity Portfolio Institutional Class Mutual Fund	Other securities	—	—	$672K	1.3%
Fidelity Balanced Fund Mutual Fund	Mutual Funds	—	—	$660K	1.3%
Fidelity Emerging Markets Fund Mutual Fund	Mutual Funds	—	—	$555K	1.1%
Fidelity Select Energy Portfolio Mutual Fund	Mutual Funds	—	—	$540K	1.1%
Fidelity International Capital Appreciation Fund R6 Mutual Fund	Mutual Funds	—	—	$484K	1.0%
Oakmark International R6 Mutual Fund	Other securities	—	—	$390K	0.8%
MFS Massachusetts Investors Trust R6 Mutual Fund	Mutual Funds	—	—	$366K	0.7%
ClearBridge Small Cap Growth Fund Mutual Fund	Other securities	—	—	$344K	0.7%
Fidelity Freedom K 2020 Fund Mutual Fund	Mutual Funds	—	—	$332K	0.7%
Participant loans 2034) -0-	Participant loans	—	—	$316K	0.6%
Fidelity Freedom K 2065 Fund Mutual Fund	Mutual Funds	—	—	$265K	0.5%
Fidelity Inflation-Protected Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$251K	0.5%
Fidelity Freedom K 2010 Fund Mutual Fund	Mutual Funds	—	—	$224K	0.4%
Fidelity Real Estate Investment Portfolio Mutual Fund	Mutual Funds	—	—	$197K	0.4%
Fidelity Freedom K Income Fund Mutual Fund	Mutual Funds	—	—	$14K	<0.1%