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Original filing (PDF)20251010104504NAL0007971201002

DVCC, LLC

Form 5500
FILING_RECEIVED
DVCC, LLC EMPLOYEES RETIREMENT PLAN
401(k) retirement plan
Active participants
1,269
Accounts w/ balance
1,840
Plan assets (EOY)
$184.5M
Net assets (EOY)
$184.5M
How this plan invests
This plan
1 pooled trust
Schedule D
21 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 (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DVCC, LLC.
Plan sponsor
Name
DVCC, LLC
EIN
23-0529060
Address
1 DIXON SQUARE · CHESTERTOWN, MD · 21620
Phone
(410) 778-2000
Industry
Manufacturingsee 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
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GORFINE SCHILLER GARDYN
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
TRANSAMERICA RETIREMENT SOLUTIONS13-3689044RECORD KEEPER$92K

Investments

20 direct securities · 1 pooled fund· $155.9M(85% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Uncategorized
$155.9M
20 holdings
Common Collective Trust
$0
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Vanguard Institutional Index Fund Mutual Fund N/A 72,285 (1)$34.6M18.8%
Vanguard Institutional Target Retirement 2030 Fund Mutual Fund N/A 374,747 (1)$14.2M7.7%
Guranteed investment option * Transamerica Guranteed Investment Option Guranteed Investment Option N/A (1)$11.2M6.1%
Vanguard Small-Cap Index Fund Institutional Shares Mutual Fund N/A 86,932 (1)$10.0M5.4%
Vanguard Institutional Target Retirement 2040 Fund Mutual Fund N/A 218,502 (1)$9.4M5.1%
Vanguard Institutional Target Retirement 2050 Fund Mutual Fund N/A 187,694 (1)$9.4M5.1%
Vanguard Total Bond Market Index Fund: Inst'l Shr Mutual Fund N/A 975,898 (1)$9.3M5.0%
Vanguard Institutional Target Retirement 2045 Fund Mutual Fund N/A 293,843 (1)$8.7M4.7%
Vanguard Mid-Cap Index Fund Institutional Shares Mutual Fund N/A 119,679 (1)$8.6M4.7%
Vanguard Institutional Target Retirement 2025 Fund Mutual Fund N/A 425,316 (1)$7.9M4.3%
Vanguard Equity Income Fund Admiral Shares Mutual Fund N/A 88,442 (1)$7.8M4.2%
Vanguard Institutional Target Retirement 2055 Fund Mutual Fund N/A 112,193 (1)$6.2M3.4%
Vanguard Institutional Target Retirement 2060 Fund Mutual Fund N/A 79,001 (1)$4.0M2.2%
Vanguard Wellington Fund Admiral Shares Mutual Fund N/A 48,245 (1)$3.6M1.9%
Vanguard Institutional Target Retirement 2020 Fund Mutual Fund N/A 127,476 (1)$3.4M1.8%
Vanguard Institutional Target Retirement 2065 Fund Mutual Fund N/A 71,592 (1)$2.4M1.3%
Notes receivable from participants Loans N/A 4.25% - 10.50% Various -$2.1M1.1%
Vanguard Target Retire Income Mutual Fund N/A 117,732 (1)$1.5M0.8%
Money market funds Vanguard Cash Reserves Federal MM Fund Admiral Shares Money Market Fund N/A 1,411,172 (1)$1.4M0.8%
Vanguard Institutional Target Retirement 2070 Fund Mutual Fund N/A 4,688 (1)$125K<0.1%
VANGUARD RETMENT SAVINGS TRUST III
VANGUARD · EIN 23-2186884 / PN 024
Common Collective Trust
$0<0.1%

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