Back to filter
Original filing (PDF)20251015100722NAL0002123795001
DIVERSIFIED TOOLING GROUP, INC.
Form 5500
FILING_RECEIVED
DIVERSIFIED TOOLING GROUP EMPLOYEES 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
323
Accounts w/ balance
358
Plan assets (EOY)
$21.1M
Net assets (EOY)
$21.1M
How this plan invests
This plan
17 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIVERSIFIED TOOLING GROUP, INC..
Plan sponsor
Name
DIVERSIFIED TOOLING GROUP, INC.
EIN
32-0020441
Address
31240 STEPHENSON HIGHWAY · MADISON HEIGHTS, MI · 48071
Phone
(248) 588-1100
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
UHY, LLP
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 | $41K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLTH ADVISORY SERVICES LLC | 99-2539506 | — | ADVISOR | $18K | — |
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $18K | — |
Investments
31 direct securities · 17 pooled funds· $36.4M(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
$19.9M
31 holdings
Common Collective Trust
$16.5M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Great Gray Trust T. Rowe Price Retirement Date 2020 Trust | — | — | — | $4.0M | 19.2% | |
| GG TRP RET 2020 R1 GREAT GRAY TRUST · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $4.0M | 19.2% | |
| Great Gray Trust T. Rowe Price Retirement Date 2030 Trust | — | — | — | $3.3M | 15.6% | |
| GG TRP RET 2030 R1 GREAT GRAY TRUST · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $3.3M | 15.6% | |
| Great Gray Trust T. Rowe Price Retirement Date 2035 Trust | — | — | — | $2.2M | 10.3% | |
| GG TRP RET 2035 R1 GREAT GRAY TRUST · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $2.2M | 10.3% | |
| Great Gray Trust T. Rowe Price Retirement Date 2025 Trust | — | — | — | $1.3M | 5.9% | |
| GG TRP RET 2025 R1 GREAT GRAY TRUST · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $1.3M | 5.9% | |
| Great Gray Trust T. Rowe Price Retirement Date 2055 Trust | — | — | — | $1.2M | 5.6% | |
| GG TRP RET 2055 R1 GREAT GRAY TRUST · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.6% | |
| Great Gray Trust T. Rowe Price Retirement Date 2040 Trust | — | — | — | $1.2M | 5.5% | |
| GG TRP RET 2040 R1 GREAT GRAY TRUST · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.5% | |
| American Funds Washington Mutual Fund | — | — | — | $959K | 4.5% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $800K | 3.8% | |
| Great Gray Trust T. Rowe Price Retirement Date 2050 Trust | — | — | — | $710K | 3.4% | |
| GG TRP RET 2050 R1 GREAT GRAY TRUST · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $710K | 3.4% | |
| John Hancock Enterprise Fund | — | — | — | $697K | 3.3% | |
| Fidelity Investments 500 Index Fund | — | — | — | $693K | 3.3% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $586K | 2.8% | |
| Great Gray Trust T. Rowe Price Retirement Date 2045 Trust | — | — | — | $531K | 2.5% | |
| GG TRP RET 2045 R1 GREAT GRAY TRUST · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $531K | 2.5% | |
| Great Gray Trust PGIM High Yield Bond Fund | — | — | — | $462K | 2.2% | |
| PGIM HI YLD BD CIT R GREAT GRAY TRUST · EIN 38-7275331 / PN 001 | Common Collective Trust | — | — | $462K | 2.2% | |
| Fidelity Investments Mid Cap Index Fund | — | — | — | $435K | 2.1% | |
| First Eagle Global Fund Class R6 | — | — | — | $314K | 1.5% | |
| due at various dates through January 2030 | — | — | — | $307K | 1.5% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $261K | 1.2% | |
| Great Gray Trust T. Rowe Price Retirement Date 2060 Trust | — | — | — | $231K | 1.1% | |
| WT TRP RET 2060 R1 GREAT GRAY TRUST · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $231K | 1.1% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $218K | 1.0% | |
| PIONEER BOND R1 GREAT GRAY TRUST COMPANY · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $190K | 0.9% | |
| Victory Sycamore Small Company Opportunity Fund R6 | — | — | — | $190K | 0.9% | |
| Janus Henderson Triton Fund Class N 212 American Funds Europacific Growth Fund | — | — | — | $100K | 0.5% | |
| Party Identity of issuer, Description of investment, including in borrower, lessor maturity date, rate of interest, Current Interest or similar party collateral, par or maturity value Great Gray Trust T. Rowe Price Retirement Date 2005 Trust | — | — | — | $79K | 0.4% | |
| GG TRP RET 2005 R1 GREAT GRAY TRUST · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $79K | 0.4% | |
| Great Gray Trust T. Rowe Price Retirement Date 2065 Trust | — | — | — | $71K | 0.3% | |
| GG TRP RET 2065 R1 GREAT GRAY TRUST · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $71K | 0.3% | |
| JPMorgan Equity Income Fund | — | — | — | $66K | 0.3% | |
| Great Gray Trust T. Rowe Price Retirement Date 2015 Trust | — | — | — | $49K | 0.2% | |
| GG TRP RET 2015 R1 GREAT GRAY TRUST · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $49K | 0.2% | |
| American Funds Balanced Fund | — | — | — | $48K | 0.2% | |
| contribution will be made to Fidelity. Other Reportable Findings 1. | — | — | — | $14K | <0.1% | |
| regulations. 3. | — | — | — | $5K | <0.1% | |
| Great Gray Trust T. Rowe Price Retirement Date 2010 Trust | — | — | — | $3K | <0.1% | |
| GG TRP RET 2010 R1 GREAT GRAY TRUST · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| Fidelity Investments Government Money Market Fund | — | — | — | $3K | <0.1% | |
| subject to periodic examination by a state or federal agency, that prepared and certified the statements or information regarding assets so held in accordance with 29 CFR 2520.103-5. Our audit did not extend to | — | — | — | $3K | <0.1% | |
| remittance of participant contributions generally constitutes a prohibited transaction under ERISA section 406. DOL regulation 29 CFR 2510.3-102 requires funds to be remitted as soon as they can | — | — | — | $3K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Manufacturing plans
QUALITY MACHINING, INC.
QUALITY MACHINING, INC. RETIREMENT SAVINGS PLAN
$21.0M · 59 participants
AMERICAN GFM CORPORATION
AMERICAN GFM EMPLOYEE RETIREMENT PLAN
$21.3M · 128 participants
INGERSOLL MACHINE TOOLS, INC.
401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF INGERSOLL MACHINE TOOLS, INC.
$21.4M · 172 participants
MESSER CUTTING SYSTEMS, INC.
MESSER CUTTING SYSTEMS, INC. PENSION PLAN
$20.7M · 15 participants
WULCO, INC.
WULCO, INC. RETIREMENT SAVINGS PLAN
$20.5M · 212 participants
MODERN PROCESS EQUIPMENT, INC.
MODERN PROCESS EQUIPMENT, INC. PROFIT SHARING/401(K) PLAN
$21.8M · 93 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants