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Original filing (PDF)20250923125239NAL0014819330001

D'ANNUNZIO GROUP, INC.

Form 5500
FILING_RECEIVED
D'ANNUNZIO 401(K) PLAN
401(k) retirement plan
Active participants
44
Accounts w/ balance
56
Plan assets (EOY)
Net assets (EOY)
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for D'ANNUNZIO GROUP, INC..
Plan sponsor
Name
D'ANNUNZIO GROUP, INC.
EIN
22-2850163
Address
3730 PARK AVENUE · SOUTH PLAINFIELD, NJ · 07080
Phone
(732) 574-1300
Industry
Constructionsee 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
2025-09-23
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
EMPOWER ANNUNITY INSURANCEGREENWOOD VILLAGE, CORECORDKEEPER$8K
Advisor / Consultant
2
NameEINLocationRelationDirect compIndirect comp
UBS FINANCIAL SERVICES INCNASHVILLE, TNINVESTMENT ADVISOR$42K
CHARLES SCHWAB & CO, INC94-1737782ADVISOR$6K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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