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Original filing (PDF)20251008083249NAL0002857875001
D & G SUPPORT SERVICES, LLC
Form 5500
FILING_RECEIVED
D & G SUPPORT SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
199
Accounts w/ balance
211
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
22 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for D & G SUPPORT SERVICES, LLC.
Plan sponsor
Name
D & G SUPPORT SERVICES, LLC
EIN
20-5561431
Address
3460 COMMISSION COURT, SUITE 201 · WOODBRIDGE, VA · 22192
Phone
(571) 552-4987
Industry
Other Services (ex. Public Admin)see 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LAPORTE, APAC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECOND LINE CAPITAL LLC | 92-3387385 | — | ADVISOR | $15K | — |
Investments
22 direct securities· $5.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-in- Identity of Issue, Borrower, Current Interest Lessor, or Similar Party Description of Investment Cost Value Mutual Funds * Fidelity Freedom Index 2040 Institutional Premium | — | — | — | $1.0M | 17.4% | |
| Fidelity Freedom Index 2035 Institutional Premium | — | — | — | $630K | 10.5% | |
| Fidelity Freedom Index 2020 Institutional Premium | — | — | — | $522K | 8.7% | |
| Fidelity 500 Index | — | — | — | $510K | 8.5% | |
| Fidelity Freedom Index 2030 Institutional Premium | — | — | — | $381K | 6.3% | |
| Fidelity Large Cap Growth Index | — | — | — | $362K | 6.0% | |
| Fidelity Freedom Index 2045 Institutional Premium | — | — | — | $350K | 5.8% | |
| Fidelity Freedom Index 2025 Institutional Premium | — | — | — | $324K | 5.4% | |
| Fidelity Freedom Index 2050 Institutional Premium | — | — | — | $289K | 4.8% | |
| Fidelity Freedom Index 2055 Institutional Premium | — | — | — | $283K | 4.7% | |
| Fidelity Freedom Index 2060 Institutional Premium | — | — | — | $234K | 3.9% | |
| Fidelity Large Cap Value Index | — | — | — | $167K | 2.8% | |
| Fidelity U.S. Bond Index | — | — | — | $163K | 2.7% | |
| Fidelity Global ex US Index | — | — | — | $158K | 2.6% | |
| Fidelity Inflation-Protected Bond Index | — | — | — | $123K | 2.0% | |
| Fidelity Emerging Markets Index | — | — | — | $106K | 1.8% | |
| Fidelity Mid Cap Index | — | — | — | $105K | 1.8% | |
| Money Market * Fidelity Government Money Market | — | — | — | $62K | 1.0% | |
| Fidelity Freedom Index 2065 Institutional Premium | — | — | — | $62K | 1.0% | |
| Fidelity Small Cap Index | — | — | — | $43K | 0.7% | |
| Fidelity Freedom Index 2015 Institutional Premium | — | — | — | $21K | 0.4% | |
| Fidelity Real Estate Index | — | — | — | $7K | 0.1% |
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