Back to filter
Original filing (PDF)20251010153944NAL0007960241001
DE DIETRICH PROCESS SYSTEMS, INC.
Form 5500
FILING_RECEIVED
DE DIETRICH PROCESS SYSTEMS, INC. SAVINGS PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
91
Accounts w/ balance
116
Plan assets (EOY)
$21.7M
Net assets (EOY)
$21.7M
How this plan invests
This plan
12 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Principal Trust Company Tgt 2025 Fd" is 27% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DE DIETRICH PROCESS SYSTEMS, INC..
Plan sponsor
Name
DE DIETRICH PROCESS SYSTEMS, INC.
EIN
22-2138002
Address
244 SHEFFIELD STREET · MOUNTAINSIDE, NJ · 070922303
Phone
(908) 317-2585
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $74K | — |
Investments
27 direct securities · 12 pooled funds· $37.1M(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.
Uncategorized
$21.7M
27 holdings
Common Collective Trust
$15.4M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Trust Company Tgt 2025 Fd | — | — | — | $5.8M | 26.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $5.8M | 26.8% | |
| Principal Trust Company Tgt 2030 Fd | — | — | — | $2.7M | 12.3% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.7M | 12.3% | |
| Vanguard Group Tot St Mkt Idx Inv Fd | — | — | — | $2.3M | 10.5% | |
| Principal Trust Company Tgt 2035 Fd | — | — | — | $2.0M | 9.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.0M | 9.1% | |
| Principal Life Insurance Company Prin Fixed Inc Guar Option, at Contract Value | — | — | — | $1.4M | 6.4% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.2M | 5.4% | |
| Principal Trust Company Tgt 2045 Fd | — | — | — | $1.2M | 5.4% | |
| Principal Trust Company Tgt 2020 Fd | — | — | — | $1.0M | 4.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.0M | 4.8% | |
| Principal Trust Company Tgt 2055 Fd | — | — | — | $964K | 4.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $964K | 4.4% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $791K | 3.6% | |
| Principal Trust Company Tgt 2050 Fd | — | — | — | $791K | 3.6% | |
| Capital Research and Management American Funds Wsh Mutual Inv Fund R6 | — | — | — | $470K | 2.2% | |
| Putnam Investments Putnam Grth Opp R6 Fund | — | — | — | $425K | 2.0% | |
| Principal Trust Company Tgt 2040 Fd | — | — | — | $405K | 1.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $405K | 1.9% | |
| Vanguard Group Mid Cap Idx Inv Fund | — | — | — | $315K | 1.5% | |
| Principal Trust Company Tgt 2060 Fd | — | — | — | $240K | 1.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $240K | 1.1% | |
| Participant Loans Interest rates range from 4.25% to 9.50% -0- | — | — | — | $226K | 1.0% | |
| Capital Research and Management American Funds New World R6 Fund | — | — | — | $202K | 0.9% | |
| Principal Trust Company Tgt 2015 Fd | — | — | — | $201K | 0.9% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $201K | 0.9% | |
| Capital Research and Management American Funds EuroPacific Grth R6 Fund | — | — | — | $186K | 0.9% | |
| Alliance Bernstein Discovery Grth Z Fund | — | — | — | $179K | 0.8% | |
| Loomis Sayles Loomis Sayles Strat Inc N Fund | — | — | — | $160K | 0.7% | |
| Principal Trust Company Real Estate Inv R6 Fund | — | — | — | $150K | 0.7% | |
| Putnam Investments Putnam Income R6 Fund | — | — | — | $123K | 0.6% | |
| Vanguard Group Sm Cap Index Inv Fund | — | — | — | $106K | 0.5% | |
| Putnam Investments Putnam Small Cap Value R6 Fund | — | — | — | $75K | 0.3% | |
| (E) | — | — | $73K | $75K | 0.3% | |
| Principal Trust Company Tgt 2065 Fd | — | — | — | $73K | 0.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $73K | 0.3% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $33K | 0.2% | |
| Janus International Holding, LLC Triton N Fund 230 MainStay Winslow Large Cap Growth R6 Fund | — | — | — | $11K | <0.1% |