How big is Digeronimo's plan?

Digeronimo's plan reported $75.9M in assets and 681 participants for 2024.

Original filing (PDF)20251015084345NAL0004098993001

Digeronimo

Name: Digeronimo — Digeronimo Companies Retirement Savings, Form 5500 (2024)
Creator: Digeronimo
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Digeronimo Companies Retirement Savings Trust and Plan

401(k) retirement plan · Digeronimo's Digeronimo Companies Retirement Savings Trust and Plan held $75.9M in plan assets for 681 participants in 2024, with Empower as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

681

Accounts w/ balance

684

Plan assets (EOY)

$75.9M

Net assets (EOY)

$75.9M

People on this filing

Taylor ROTH signed Digeronimo's 2024 Form 5500 as plan administrator.

Taylor ROTH — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Digeronimo's EIN is 34-0938274.

EIN 34-0938274

Plan number 001

Plan year 2024

ACK ID 20251015084345NAL0004098993001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Digeronimo from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Digeronimo's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DIGERONIMO.

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How this plan invests

This plan

1 pooled trust

Schedule D

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Plan sponsor

Name

DIGERONIMO

EIN

all filings

Address

5720 SCHAAF RD · INDEPENDENCE, OH · 44131

Phone

(216) 524-1700

Industry

Construction

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$146K	—
EMPOWER FINANCIAL SERVICES	—	GREENWOOD VILLAGE, CO	NONE	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

24 direct securities · 1 pooled fund· $74.9M(99% 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.

Mutual Funds

$33.2M

15 holdings

Other securities

$19.7M

5 holdings

Stable Value

$9.7M

1 holding

Common Collective Trusts

$8.4M

1 holding

Pooled Separate Account

$3.1M

1 holding

Self-Directed Brokerage

$410K

1 holding

Participant loans

$405K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Dimensional / DFA$10.6M Vanguard$8.7M BlackRock / iShares$8.4M American Funds (Capital Group)$6.0M Dodge & Cox$5.2M MassMutual / MML$3.4M American Century$3.1M Fidelity$1.6M PIMCO$910K

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The 401(k) Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADVISED ASSETS GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$3K	—

					% of plan
HARBOR CAPITAL APPRECIATION RETIREMENT Mutual Fund	Other securities	—	—	$11.3M	14.9%
GUARANTEED INCOME FUND Guaranteed Investment Contract	Stable Value	—	—	$9.7M	12.8%
DFA LARGE CAP INTERNATIONAL I Mutual Fund	Mutual Funds	—	—	$9.7M	12.8%
ISHARES S&P 500 INDEX K Mutual Fund	Common Collective Trusts	—	—	$8.4M	11.1%
VANGUARD WINDSOR II FUND ADMIRAL Mutual Fund	Mutual Funds	—	—	$8.2M	10.8%
DODGE & COX INCOME I Mutual Fund	Mutual Funds	—	—	$5.2M	6.8%
MASSMUTUAL MID CAP GROWTH R5 Mutual Fund	Other securities	—	—	$3.4M	4.4%
AMERICAN CENTURY MID CAP VAL (IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850	Pooled Separate Account	—	—	$3.1M	4.1%
AMERICAN FUNDS AMERICAN BALANCED R1 Mutual Fund	Mutual Funds	—	—	$2.9M	3.9%
AMERICAN FUNDS NEW PERSPECTIVE R5 Mutual Fund	Mutual Funds	—	—	$2.9M	3.8%
PRINCIPAL SMALL CAP GROWTH R3 Mutual Fund	Other securities	—	—	$2.5M	3.3%
AMERICAN BEACON SMALL CP VAL A Mutual Fund	Other securities	—	—	$2.5M	3.3%
PIMCO INCOME A Mutual Fund	Mutual Funds	—	—	$893K	1.2%
FIDELITY SMALL CAP INDEX Mutual Fund	Mutual Funds	—	—	$882K	1.2%
FIDELITY MID CAP INDEX Mutual Fund	Mutual Funds	—	—	$763K	1.0%
VANGUARD INTER-TERM TREASURY IND ADMIRAL Mutual Fund	Mutual Funds	—	—	$500K	0.7%
DFA EMERGING MARKETS SMALL CAP I Mutual Fund	Mutual Funds	—	—	$478K	0.6%
EMPOWER SDB Self-Directed Brokerage Account	Self-Directed Brokerage	—	—	$410K	0.5%
PARTICIPANT LOANS Maturing through September 2030 $0	Participant loans	—	—	$405K	0.5%
DFA REAL ESTATE SECURITIES I Mutual Fund	Mutual Funds	—	—	$381K	0.5%
AMERICAN FUNDS CAPITAL WORLD BOND R6 Mutual Fund	Mutual Funds	—	—	$216K	0.3%
INVESCO GOLD & SPECIAL MINERALS A Mutual Fund	Mutual Funds	—	—	$106K	0.1%
DFA COMMODITY STRATEGY I Mutual Fund	Mutual Funds	—	—	$79K	0.1%
METLIFE Life Insurance Policies	Other securities	—	—	$78K	0.1%
PIMCO REAL RETURN A Mutual Fund	Mutual Funds	—	—	$17K	<0.1%

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