Back to filter
Original filing (PDF)20251005173014NAL0001535299001
D-CUBED, LLC
Form 5500-SF
FILING_RECEIVED
D-CUBED, LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for D-CUBED, LLC.
Plan sponsor
Name
D-CUBED, LLC
EIN
32-0592452
Address
690 DOUGLAS PIKE · SMITHFIELD, RI · 02917
Phone
(401) 735-4500
Industry
Finance & Insurancesee 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
2025-10-05
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
LAKEVIEW ENERGY LLC
LAKEVIEW ENERGY LLC PROFIT SHARING PLAN
$1.3M · 16 participants
JOHN SCHRAM
JOHN SCHRAM CASH BALANCE PLAN
$1.3M · 3 participants
MAGNUS FINANCIAL GROUP LLC
MAGNUS FINANCIAL GROUP LLC 401(K) PLAN
$1.3M · 21 participants
GFA FINANCIAL GROUP, LLC
GFA FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN
$1.3M · 7 participants
SD SOCAL GROUP
FUNDAMENTAL WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN
$1.3M · 5 participants
SUDSINA & ASSOCIATES, LLC
SUDSINA & ASSOCIATES, LLC AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST
$1.3M · 5 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B