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Original filing (PDF)20251030182206NAL0003503584001

DOMINION DEVELOPMENT GROUP, LLC

Form 5500
FILING_RECEIVED
DOMINION GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
~102 bps in Sched C fees
Active participants
315
Accounts w/ balance
131
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
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
65
Vendor stack
100
Participation health
65
Knocking points off
  • 102 bps in Schedule C fees — 97% above peer band of 52 bps.
  • Only 42% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOMINION DEVELOPMENT GROUP, LLC.
Plan sponsor
Name
DOMINION DEVELOPMENT GROUP, LLC
EIN
26-0639406
Address
6305 KINGSTON PIKE · KNOXVILLE, TN · 37919
Phone
(865) 225-6506
Industry
Real Estatesee all
Plan administrator
Name
TOMMY HORST
EIN
81-2035355
City
KNOXVILLE, TN
Phone
(865) 966-1225
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-30
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
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DODSON, SHELTON & NELSON P.A.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
2
NameEINLocationRelationDirect compIndirect comp
TRANSAMERICA RETIREMENT SOL LLC13-3689044RECORDKEEPER$22K
ERISA SERVICES INC.62-1200951RECORDKEEPER$2K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
SAGEVIEW ADVISORY GROUP LLC33-0818667INVEST ADVISORY$9K

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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