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Original filing (PDF)20251014111849NAL0003755088001
DSTILLERY, INC.
Form 5500
FILING_RECEIVED
DSTILLERY, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
116
Accounts w/ balance
128
Plan assets (EOY)
$14.1M
Net assets (EOY)
$14.1M
How this plan invests
This plan
38 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 (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DSTILLERY, INC..
Plan sponsor
Name
DSTILLERY, INC.
EIN
26-2558533
Address
666 3RD AVE · 6TH FLR, SUITE 618 · NEW YORK, NY · 10017
Phone
(833) 349-6757
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-20
Tax period
2024-12-31
Filed
2025-10-14
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)
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | — | INVESTMENT ADVISOR | $5K | — |
Investments
24 direct securities· $14.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $2.9M | 20.4% | |
| Fidelity Freedom Index 2055 Fund Investor Class Mutual Fund | — | — | — | $2.7M | 18.9% | |
| Fidelity Freedom Index 2045 Fund Investor Class Mutual Fund | — | — | — | $2.0M | 14.2% | |
| Fidelity Freedom Index 2050 Fund Investor Class Mutual Fund | — | — | — | $1.5M | 10.7% | |
| FIDELITY INVESTMENTS FID FDM IDX 2060 IPR | — | — | — | $1.1M | 7.8% | |
| Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund | — | — | — | $1.1M | 7.7% | |
| FIDELITY INVESTMENTS FID CONTRAFUND K | — | — | — | $824K | 5.9% | |
| FIDELITY INVESTMENTS FID FDM IDX 2035 IPR | — | — | — | $661K | 4.7% | |
| FIDELITY INVESTMENTS FID SMALL CAP GR K6 681 * FIDELITY INVESTMENTS FID US BOND IDX | — | — | — | $334K | 2.4% | |
| Fidelity Large Cap Value Index Mutual Fund | — | — | — | $292K | 2.1% | |
| FIDELITY INVESTMENTS FID INTL INDEX | — | — | — | $147K | 1.0% | |
| FIDELITY INVESTMENTS FID FDM IDX 2030 IPR | — | — | — | $125K | 0.9% | |
| Fidelity Freedom Index 2065 Fund Investor Class Mutual Fund | — | — | — | $116K | 0.8% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $88K | 0.6% | |
| FIDELITY INVESTMENTS BROKERAGELINK 1 * FIDELITY INVESTMENTS DFA US TARGET VAL I | — | — | — | $58K | 0.4% | |
| DFA U.S. Targeted Value Portfolio Institutional Class Mutual Fund | — | — | — | $58K | 0.4% | |
| Fidelity Small Cap Growth K6 Fund Mutual Fund 681 * Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $42K | 0.3% | |
| LOANS PARTICIPANTS LOANS | — | — | — | $40K | 0.3% | |
| MFS Mid Cap Value Fund Class R6 Mutual Fund | — | — | — | $30K | 0.2% | |
| FIDELITY INVESTMENTS FID EMRG MKTS IDX | — | — | — | $28K | 0.2% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $28K | 0.2% | |
| MFS Mid Cap Growth Fund Class R6 Mutual Fund | — | — | — | $13K | <0.1% | |
| Fidelity Government Money Market Fund Class K6 Mutual Fund | — | — | — | $8K | <0.1% | |
| FIDELITY INVESTMENTS FID GOVT MMKT K6 | — | — | — | $8K | <0.1% |
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