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Original filing (PDF)20251010052848NAL0017766354001
DIAGNOSTIC CONSULTING NETWORK, L
Form 5500
FILING_RECEIVED
DIAGNOSTIC CONSULTING NETWORK, LLC 401(K) PLAN
401(k) retirement plan
Active participants
66
Accounts w/ balance
109
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (17 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIAGNOSTIC CONSULTING NETWORK, L.
Plan sponsor
Name
DIAGNOSTIC CONSULTING NETWORK, L
EIN
20-5531959
Address
3193 LIONSHEAD AVE. · SUITE 200 · CARLSBAD, CA · 92010
Phone
(760) 814-9831
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
2025-10-10
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)
Audit & trust (Schedule H)
Auditor
WRIGHT FORD YOUNG & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $1K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $14K | — |
Investments
25 direct securities · 2 pooled funds· $9.3M(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.
Registered Investment Companies
$9.0M
25 holdings
Common Collective Trust
$283K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $1.7M | 17.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $982K | 10.6% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $891K | 9.6% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $878K | 9.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $620K | 6.7% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $495K | 5.3% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $479K | 5.2% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $433K | 4.7% | |
| JAN HEND GLBL TECH INN I | Registered Investment Companies | — | — | $348K | 3.7% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $330K | 3.5% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $289K | 3.1% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $283K | 3.0% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $267K | 2.9% | |
| BROWN ADV SUST GROWTH INVESTOR | Registered Investment Companies | — | — | $253K | 2.7% | |
| VANGUARD WINDSOR FUND ADMIRAL | Registered Investment Companies | — | — | $237K | 2.5% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $204K | 2.2% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $127K | 1.4% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $118K | 1.3% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $78K | 0.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $72K | 0.8% | |
| FID US BOND IND | Registered Investment Companies | — | — | $67K | 0.7% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $61K | 0.7% | |
| NUVEEN LC INDEX 2065 R6 | Registered Investment Companies | — | — | $49K | 0.5% | |
| VIC CORE PLUS INTERM BOND R6 | Registered Investment Companies | — | — | $36K | 0.4% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $15K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| RELIANCE METLIFE SERIES 25053 CL 35 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% |
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