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Original filing (PDF)20250923152523NAL0006535681001
THE DISPATCH PRINTING COMPANY
Form 5500
FILING_RECEIVED
THE DISPATCH PRINTING CO. & ASSOC. ERS 401(K) PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
255
Plan assets (EOY)
$60.8M
Net assets (EOY)
$60.8M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE DISPATCH PRINTING COMPANY.
Plan sponsor
Name
THE DISPATCH PRINTING COMPANY
EIN
31-4166990
Address
34 SOUTH THIRD ST, SUITE 600 · COLUMBUS, OH · 43215
Phone
(614) 469-6229
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
334
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
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)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$56K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | INVESTMENT ADVISOR | $32K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GBQ PARTNERS | 20-2122306 | — | ACCOUNTANT/AUDITOR | $13K | — |
Investments
26 direct securities · 1 pooled fund· $60.8M(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
$60.8M
26 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $14.7M | 24.1% | |
| JP Morgan Large Cap Growth Fund | — | — | — | $11.9M | 19.6% | |
| JP Morgan Equity Income Fund | — | — | — | $8.9M | 14.6% | |
| MFS International Grow th Fund | — | — | — | $4.4M | 7.2% | |
| Fidelity Intermediate Bond Fund | — | — | — | $4.3M | 7.1% | |
| Victory S Established Value Fund | — | — | — | $3.8M | 6.2% | |
| Fidelity Government Money Market Fund | — | — | — | $3.5M | 5.7% | |
| American Century Small Cap Growth Fund | — | — | — | $2.1M | 3.5% | |
| Virtus Duff & Phelps Real Estate Fund | — | — | — | $1.3M | 2.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $827K | 1.4% | |
| Fidelity Mid Cap Index Fund | — | — | — | $791K | 1.3% | |
| Fidelity Freedom Index 2045 Fund | — | — | — | $755K | 1.2% | |
| Fidelity Freedom Index 2030 Fund | — | — | — | $670K | 1.1% | |
| Federated Hermes MDT Mid Cap Growth Fund | — | — | — | $595K | 1.0% | |
| Fidelity Freedom Index 2040 Fund | — | — | — | $441K | 0.7% | |
| Fidelity Freedom Index 2050 Fund | — | — | — | $378K | 0.6% | |
| Fidelity Freedom Index 2055 Fund | — | — | — | $297K | 0.5% | |
| Fidelity Total International Index Fund | — | — | — | $248K | 0.4% | |
| Invesco Small Cap Vlue Fund | — | — | — | $214K | 0.4% | |
| Fidelity Freedom Index Income Fund | — | — | — | $204K | 0.3% | |
| Fidelity Freedom Index 2025 Fund | — | — | — | $196K | 0.3% | |
| Fidelity Freedom Index 2035 Fund | — | — | — | $125K | 0.2% | |
| T. Row e Price Credit Opportunities Fund | — | — | — | $102K | 0.2% | |
| Allspring Real Return Admin Fund | — | — | — | $101K | 0.2% | |
| Fidelity Freedom Index 2020 Fund | — | — | — | $38K | <0.1% | |
| Fidelity Freedom Index 2060 Fund | — | — | — | $15K | <0.1% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |