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Original filing (PDF)20250901051807NAL0007737475001

DIVERSIFIED GLOBAL GRAPHICS

Form 5500
FILING_RECEIVED
DG3 LOCAL 318 UNION 401(K) PLAN
401(k) retirement plan
Active participants
130
Accounts w/ balance
139
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
1 pooled trust
Schedule D
23 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 (36 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIVERSIFIED GLOBAL GRAPHICS.
Plan sponsor
Name
DIVERSIFIED GLOBAL GRAPHICS
EIN
22-2478136
Address
100 BURMA ROAD · JERSEY CITY, NJ · 07305
Phone
(201) 793-5235
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
2
NameEINLocationRelationDirect compIndirect comp
ADP, INC.13-3036745RECORD KEEPER$14K
ADP BROKER-DEALER22-3319984RECORD KEEPER$0
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
MERRILL LYNCH PIERCE FENNER & SMITH13-5674085INVESTMENT ADVISOR$9K

Investments

22 direct securities · 1 pooled fund· $6.4M(98% 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
$5.5M
22 holdings
Common Collective Trust
$923K
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
AMF GLOBAL BALANCED FUND - R6
Registered Investment Companies
$1.0M15.3%
FEDERATED CAP PRES FUND R6
FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001
Common Collective Trust
$923K14.0%
VANGUARD GROWTH INDEX FUND ADM
Registered Investment Companies
$604K9.2%
AMERFUNDS 2035 TARG DATERET R6
Registered Investment Companies
$542K8.2%
ISHARES S&P 500 INDEX K
Registered Investment Companies
$473K7.2%
AMERFUNDS 2025 TARG DATERET R6
Registered Investment Companies
$425K6.5%
VANGUARD BAL IDX - ADM
Registered Investment Companies
$413K6.3%
VANGUARD MID CAP INDEX - ADM
Registered Investment Companies
$394K6.0%
VANGUARD VALUE INDEX FUND ADMR
Registered Investment Companies
$343K5.2%
AMERFUNDS 2045 TARG DATERET R6
Registered Investment Companies
$216K3.3%
BLK HEALTH SCI OPP PORT -INST
Registered Investment Companies
$190K2.9%
WESTERN ASSET CORE BOND IS
Registered Investment Companies
$160K2.4%
VANGUARD DEV MKT INDEX ADMIRAL
Registered Investment Companies
$153K2.3%
COL SELIGMAN TECH AND INFO I3
Registered Investment Companies
$113K1.7%
LORD ABBETT BOND DEBENTURE R6
Registered Investment Companies
$108K1.7%
JPMORGAN SMALL CAP EQUITY R6
Registered Investment Companies
$97K1.5%
JPM EMERGING MARKETS EQUITY R6
Registered Investment Companies
$54K0.8%
VANGUARD SMALL CAP INDEX ADMRL
Registered Investment Companies
$49K0.7%
COHEN & STEERS REALTY SHARES
Registered Investment Companies
$45K0.7%
AMERFUNDS 2015 TARG DATERET R6
Registered Investment Companies
$40K0.6%
AMERICAN FUNDS 2055 TARGET R6
Registered Investment Companies
$37K0.6%
VANG HI YLD CORP ADM
Registered Investment Companies
$21K0.3%
VIC CORE PLUS INTERM BOND INST
Registered Investment Companies
$2K<0.1%

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