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Original filing (PDF)20250730150006NAL0008497858001
DVL GROUP, INC.
Form 5500
FILING_RECEIVED
DVL GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
164
Accounts w/ balance
183
Plan assets (EOY)
$27.5M
Net assets (EOY)
$27.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DVL GROUP, INC..
Plan sponsor
Name
DVL GROUP, INC.
EIN
23-2333687
Address
115 SINCLAIR ROAD · BRISTOL, PA · 19007
Phone
(215) 826-1163
Industry
Constructionsee 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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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
CLIFTON LARSON ALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $77K | — |
Investments
31 direct securities · 2 pooled funds· $30.2M(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
$27.2M
31 holdings
Common Collective Trust
$3.0M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral FD 540 | — | — | — | $3.9M | 14.3% | |
| Wilmington Stable Value I1 | — | — | — | $3.0M | 10.7% | |
| GREAT GRAY COLLECTIVE INVESTMENT TR STABLE VALUE FUND I1 · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $3.0M | 10.7% | |
| LARGE CAP Large Cap Growth Fund | — | — | — | $1.9M | 6.7% | |
| Vanguard Target Retirement Income 2030 | — | — | — | $1.4M | 4.9% | |
| Vanguard Target Retirement Income 2040 | — | — | — | $1.3M | 4.9% | |
| Vanguard Growth Index Admiral | — | — | — | $1.3M | 4.6% | |
| Fidelity US Bond Index Fund | — | — | — | $1.3M | 4.6% | |
| Great Gray Europacific Growth Trust I1 | — | — | — | $1.2M | 4.3% | |
| Vanguard Windsor II Admiral Shares Fund | — | — | — | $1.2M | 4.3% | |
| Vanguard Target Retirement Income 2055 | — | — | — | $1.1M | 3.9% | |
| Vanguard Target Retirement Income 2035 | — | — | — | $1.1M | 3.8% | |
| Vanguard Target Retirement Income 2045 | — | — | — | $1.0M | 3.7% | |
| Vanguard Target Retirement Income 2025 | — | — | — | $966K | 3.5% | |
| Vanguard Health Care Index Admiral | — | — | — | $956K | 3.5% | |
| Vanguard Index Trust Mid-Cap Index Fund Admiral Shares | — | — | — | $890K | 3.2% | |
| Flexpath Eafe Equity Index CL R | — | — | — | $798K | 2.9% | |
| MID CAP Mid Cap Growth II I1 | — | — | — | $750K | 2.7% | |
| Vanguard Small Cap Index Admiral Fund | — | — | — | $583K | 2.1% | |
| Vanguard Target Retirement Income 2050 | — | — | — | $409K | 1.5% | |
| Vanguard Target Retirement Income 2070 31 Vanguard Wellington Admiral Fund | — | — | — | $396K | 1.4% | |
| MID CAP Small Cap Growth Fund FNII Class I1 | — | — | — | $380K | 1.4% | |
| Great Gray Great Gray Small Cap Value Fund III | — | — | — | $371K | 1.3% | |
| Fidelity Capital and Income | — | — | — | $328K | 1.2% | |
| Cohen & Steers Cohen & Steers Realty Shares Instl | — | — | — | $220K | 0.8% | |
| Vanguard Target Retirement Income 2020 | — | — | — | $185K | 0.7% | |
| Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $138K | 0.5% | |
| Vanguard Mid Cap Value Index Admiral | — | — | — | $126K | 0.5% | |
| Fidelity Total Bond K6 | — | — | — | $83K | 0.3% | |
| Vanguard Target Retirement Income | — | — | — | $51K | 0.2% | |
| Vanguard Target Retirement Income 2060 | — | — | — | $48K | 0.2% | |
| Vanguard Target Retirement Income 2065 | — | — | — | $16K | <0.1% | |
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $4K | <0.1% |
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