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Original filing (PDF)20250925162907NAL0003648787001
DOCMAGIC, INC.
Form 5500
FILING_RECEIVED
DOCMAGIC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
133
Accounts w/ balance
162
Plan assets (EOY)
$17.3M
Net assets (EOY)
$17.3M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund Mutual Fund" is 29% of plan.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOCMAGIC, INC..
Plan sponsor
Name
DOCMAGIC, INC.
EIN
33-0267732
Address
1800 WEST 213TH STREET · TORRANCE, CA · 90501
Phone
(800) 649-1362
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $9K | — |
Investments
29 direct securities· $17.0M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $4.9M | 28.2% | |
| Fidelity Mid-Cap Stock Fund Mutual Fund | — | — | — | $1.1M | 6.6% | |
| Allspring Disciplined U.S. Core Fund Mutual Fund | — | — | — | $842K | 4.9% | |
| American Funds New Perspective Fund Mutual Fund | — | — | — | $816K | 4.7% | |
| Fidelity Government Cash Reserves Money Market Mutual Fund | — | — | — | $727K | 4.2% | |
| Glenmede Quant U.S. Large Cap Core Equity Fund Mutual Fund | — | — | — | $714K | 4.1% | |
| Fidelity Freedom 2035 Fund Asset Allocation Mutual Fund | — | — | — | $680K | 3.9% | |
| Investments * Fidelity BrokerageLink Account Various | — | — | — | $649K | 3.7% | |
| PIMCO StocksPLUS International Fund Mutual Fund | — | — | — | $646K | 3.7% | |
| Fidelity Freedom 2045 Fund Asset Allocation Mutual Fund | — | — | — | $639K | 3.7% | |
| Fidelity Total Bond Fund Mutual Fund | — | — | — | $626K | 3.6% | |
| Nuveen Small Cap Value Fund Mutual Fund | — | — | — | $554K | 3.2% | |
| Fidelity Freedom 2050 Fund Asset Allocation Mutual Fund | — | — | — | $524K | 3.0% | |
| Fidelity Freedom 2055 Fund Asset Allocation Mutual Fund | — | — | — | $463K | 2.7% | |
| Janus Henderson Triton Fund Mutual Fund | — | — | — | $452K | 2.6% | |
| Victory Sycamore Established Value Fund Mutual Fund | — | — | — | $383K | 2.2% | |
| Fidelity Freedom 2060 Fund Asset Allocation Mutual Fund | — | — | — | $321K | 1.9% | |
| Fidelity Small-Cap Index Fund Mutual Fund | — | — | — | $301K | 1.7% | |
| Fidelity Freedom 2040 Fund Asset Allocation Mutual Fund | — | — | — | $295K | 1.7% | |
| Fidelity Freedom 2030 Fund Asset Allocation Mutual Fund | — | — | — | $244K | 1.4% | |
| Invesco Diversified Dividend Fund Mutual Fund | — | — | — | $231K | 1.3% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $202K | 1.2% | |
| Fidelity Freedom 2025 Fund Asset Allocation Mutual Fund | — | — | — | $188K | 1.1% | |
| PGIM High Yield Fund Mutual Fund | — | — | — | $166K | 1.0% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $122K | 0.7% | |
| American Funds New World Fund Mutual Fund | — | — | — | $118K | 0.7% | |
| Fidelity Mid-Cap Index Fund Mutual Fund | — | — | — | $36K | 0.2% | |
| Fidelity Freedom 2065 Fund Asset Allocation Mutual Fund | — | — | — | $30K | 0.2% | |
| Fidelity Freedom 2010 Fund Asset Allocation Mutual Fund | — | — | — | $1K | <0.1% |
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