Original filing (PDF)20251010103824NAL0004510963001

DICK VAN DYKE INCORPORATED

Name: DICK VAN DYKE INCORPORATED — DICK VAN DYKE INCORPORATED 401(K) PROFIT SHARING RETIREMENT PLAN, Form 5500 (2024)
Creator: DICK VAN DYKE INCORPORATED

Form 5500

FILING_RECEIVED

DICK VAN DYKE INCORPORATED 401(K) PROFIT SHARING RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

Accounts w/ balance

115

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

How this plan invests

This plan

46 pooled trusts

Schedule D

1 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade C

Average plan with room to improve

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DICK VAN DYKE INCORPORATED.

Plan sponsor

Name

DICK VAN DYKE INCORPORATED

EIN

37-1163691

Address

3800 WABASH AVE · SPRINGFIELD, IL · 62711

Phone

(217) 544-8180

Industry

Retail Tradesee 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

2025-10-10

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)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	—	RECORDKEEPER	$1K	—

Investments

1 direct security · 46 pooled funds· $2.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$2.7M

46 holdings

Other securities

$127K

1 holding

					% of plan
JH MULTIMANAGER GROWTH LS JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$455K	15.9%
JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$409K	14.3%
JH MULTIMANAGER BALANCED LS JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$401K	14.0%
JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$368K	12.9%
JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$188K	6.6%
Guaranteed Interest Contracts, at Fair Value Three Year Guaranteed Interest Account	Other securities	—	—	$127K	4.4%
JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$85K	3.0%
JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$85K	3.0%
JH MULTIMANAGER MODERATE LS JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$74K	2.6%
JOHN HANCOCK BOND FUND JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$62K	2.2%
BLUE CHIP GROWTH FUND JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$57K	2.0%
JH MULTIMANAGER 2060 LIFETIME JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$53K	1.8%
AMERICAN CENTURY HERITAGE JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$50K	1.7%
JH MULTIMANAGER CONSERV LS JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$44K	1.5%
500 INDEX FUND JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$38K	1.3%
JH MULTIMANAGER 2030 LIFETIME JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$35K	1.2%
JPMORGAN U.S. EQUITY FUND JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$34K	1.2%
CAPITAL APPRECIATION FUND JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$33K	1.1%
JH MULTIMANAGER 2065 LIFETIME JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$27K	0.9%
SMALL CAP INDEX FUND JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$25K	0.9%
AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$19K	0.7%
T. ROWE PRICE SML CAP VAL JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$18K	0.6%
SCIENCE & TECHNOLOGY FUND JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$17K	0.6%
FUNDAMENTAL ALL CAP CORE FUND JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$15K	0.5%
JH DISCIPLINED VALUE INTL FUND JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$15K	0.5%
T. ROWE PRICE SCI & TECH JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$14K	0.5%
FUNDAMENTAL LARGE CAP VALUE JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$14K	0.5%
INTL EQUITY INDEX FUND JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$14K	0.5%
JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$11K	0.4%
FRANKLIN MUTUAL BEACON FUND JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$8K	0.3%
TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$8K	0.3%
DOMINI IMPACT EQUITY FUND JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$7K	0.3%
JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$7K	0.2%
TOTAL BOND MARKET FUND JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$6K	0.2%
JH MULTIMANAGER 2010 LIFETIME JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$6K	0.2%
HIGH YIELD FUND JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$5K	0.2%
PIMCO ALL ASSET JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$5K	0.2%
MID CAP INDEX FUND JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$4K	0.1%
JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$4K	0.1%
WASHINGTON MUTUAL INVESTORS JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$3K	0.1%
STRATEGIC INCOME OPP FUND JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$3K	<0.1%
AF AMERICAN BALANCED FUND JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$2K	<0.1%
VANGUARD SHORT-TERM FEDERAL JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$966	<0.1%
BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$900	<0.1%
JPMORGAN MIDCAP VALUE FUND JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$780	<0.1%
T. ROWE PRICE HEALTH SCI JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$154	<0.1%
INVESCO EQV INTL EQUITY FUND JOHN HANCOCK (U.S.A.) · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$37	<0.1%