Back to filter
Original filing (PDF)20251015070354NAL0001958579001
DHG INC.
Form 5500
FILING_RECEIVED
DHG INC. 401(K) PLAN
401(k) retirement plan
Active participants
132
Accounts w/ balance
124
Plan assets (EOY)
$14.9M
Net assets (EOY)
$14.9M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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 (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DHG INC..
Plan sponsor
Name
DHG INC.
EIN
31-1293055
Address
9281 LE SAINT DR · FAIRFIELD, OH · 450145464
Phone
(513) 874-2818
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
BARNES, DENNIG & CO., LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Investments
29 direct securities · 1 pooled fund· $16.0M(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
$14.9M
29 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund | — | — | — | $2.3M | 15.2% | |
| Fidelity Balanced Fund | — | — | — | $1.4M | 9.4% | |
| T. Rowe Price Blue Chip Growth Fund Advisor Class | — | — | — | $1.3M | 8.9% | |
| Fidelity 500 Index Fund | — | — | — | $1.2M | 8.0% | |
| Fidelity Freedom 2045 Fund K | — | — | — | $1.1M | 7.3% | |
| Fidelity Managed Income Portfolio Class 1 | — | — | — | $1.1M | 7.0% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.1M | 7.0% | |
| Dodge & Cox Stock Fund | — | — | — | $989K | 6.6% | |
| Fidelity International Discovery Fund | — | — | — | $939K | 6.3% | |
| Fidelity Freedom 2050 Fund K | — | — | — | $815K | 5.5% | |
| Fidelity Freedom 2035 Fund K | — | — | — | $448K | 3.0% | |
| Fidelity Stock Selector Mid Cap Fund | — | — | — | $448K | 3.0% | |
| Fidelity Total Bond Fund | — | — | — | $356K | 2.4% | |
| Victory RS Partners Fund Class A | — | — | — | $324K | 2.2% | |
| Fidelity Leveraged Company Stock Fund | — | — | — | $256K | 1.7% | |
| Fidelity Freedom 2055 Fund K | — | — | — | $242K | 1.6% | |
| Fidelity Freedom 2025 Fund K | — | — | — | $231K | 1.6% | |
| Fidelity Freedom 2040 Fund K | — | — | — | $231K | 1.6% | |
| Fidelity Government Money Market Fund | — | — | — | $228K | 1.5% | |
| Fidelity Value Fund | — | — | — | $223K | 1.5% | |
| Hartford Small Cap Growth Fund Class Y | — | — | — | $208K | 1.4% | |
| Fidelity Freedom 2030 Fund K | — | — | — | $195K | 1.3% | |
| Participant Loans | — | — | — | $177K | 1.2% | |
| PGIM Jennison Mid-Cap Growth Fund- Class A | — | — | — | $142K | 1.0% | |
| Fidelity Freedom 2060 Fund K | — | — | — | $62K | 0.4% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $31K | 0.2% | |
| Fidelity Freedom Income Fund | — | — | — | $17K | 0.1% | |
| Fidelity Freedom 2065 Fund K | — | — | — | $15K | 0.1% | |
| Fidelity Freedom 2010 Fund K | — | — | — | $7K | <0.1% | |
| Fidelity Freedom 2015 Fund K | — | — | — | $3 | <0.1% |
Related plans
Other plans using STRATEGIC ADVISORS, INC.
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
AMAZON.COM SERVICES, LLC
AMAZON 401(K) PLAN
$34.6B · 1,207,759 participants
CHEVRON CORPORATION
CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN
$20.4B · 22,195 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
MEDTRONIC, INC.
MEDTRONIC SAVINGS AND INVESTMENT PLAN
$13.7B · 38,035 participants
Similar-size Real Estate plans
BUILDERS, INC.
BUILDERS, INC. PROFIT SHARING PLAN
$14.9M · 217 participants
CROWN DIVERSIFIED INDUSTRIES CORPORATION
CROWN DIVERSIFIED INDUSTRIES CORP & AFFILIATES 401(K) PS PLAN
$15.0M · 519 participants
SHEE ATIKA INC.
SHEE ATIKA, INC. 401K PLAN
$14.7M · 347 participants
BEST COMMERCIAL MANAGEMENT, INC.
BEST COMMERCIAL MANAGEMENT, INC. 401(K)/PSP
$15.2M · 7 participants
STORE CAPITAL ADVISORS, LLC
STORE CAPITAL ADVISORS, LLC 401(K) PLAN
$15.3M · 125 participants
PARKWAY PROPERTY INVESTMENTS, LLC
PARKWAY PROPERTY INVESTMENTS, LLC 401(K) PROFIT SHARING RETIREMENT PLAN
$15.3M · 103 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants