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Original filing (PDF)20251014150625NAL0004336048001
DISTEK INTEGRATION, INC.
Form 5500
FILING_RECEIVED
DISTEK INTEGRATION, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed11 service providers
Active participants
143
Accounts w/ balance
215
Plan assets (EOY)
$23.7M
Net assets (EOY)
$23.7M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DISTEK INTEGRATION, INC..
Plan sponsor
Name
DISTEK INTEGRATION, INC.
EIN
37-1335332
Address
6612 CHANCELLOR DRIVE · SUITE 600 · CEDAR FALLS, IA · 50613
Phone
(319) 859-3602
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GRAY HUNTER STENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $62K | — |
| MET WEST FUNDS | 95-4597302 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| PRINCIPAL FUND | 42-1520346 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| AMERICAN BEACON FUNDS | 75-2401150 | — | NONE | $0 | — |
| MASS MUTUAL | 47-4967720 | — | NONE | $0 | — |
| DRIEHAUS FUND | 36-3261347 | — | NONE | $0 | — |
| COLUMBIA FUNDS | 93-0577450 | — | NONE | $0 | — |
Investments
33 direct securities · 1 pooled fund· $24.4M(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
$23.7M
33 holdings
Common Collective Trust
$711K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | — | — | — | $3.6M | 15.0% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $2.5M | 10.3% | |
| T. Rowe Price Retirement I 2055 | — | — | — | $2.4M | 10.1% | |
| Columbia Seligman Tech & Info Inst3 | — | — | — | $2.2M | 9.3% | |
| T. Rowe Price New Horizons I | — | — | — | $1.7M | 7.0% | |
| T. Rowe Price Retirement I 2045 | — | — | — | $1.6M | 6.8% | |
| T. Rowe Price Retirement I 2050 | — | — | — | $1.5M | 6.2% | |
| T. Rowe Price Retirement I 2030 | — | — | — | $1.2M | 5.0% | |
| T. Rowe Price Value I | — | — | — | $814K | 3.4% | |
| T. Rowe Price Stable Value N - Common Collective Trust | — | — | — | $711K | 3.0% | |
| TRP ST VAL COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $711K | 3.0% | |
| T. Rowe Price Health Sciences I | — | — | — | $661K | 2.8% | |
| T. Rowe Price Retirement I 2020 | — | — | — | $484K | 2.0% | |
| T. Rowe Price Retirement I 2035 | — | — | — | $441K | 1.9% | |
| T. Rowe Price Communications & Tech I | — | — | — | $421K | 1.8% | |
| T. Rowe Price Retirement I 2065 | — | — | — | $417K | 1.8% | |
| T. Rowe Price Retirement I 2040 | — | — | — | $361K | 1.5% | |
| Vanguard Extended Market Index Fund Adm | — | — | — | $339K | 1.4% | |
| T. Rowe Price Mid-Cap Value I | — | — | — | $323K | 1.4% | |
| American Beacon Small Cap Value R6 | — | — | — | $318K | 1.3% | |
| MFS International Growth Fund Class R6 | — | — | — | $294K | 1.2% | |
| T. Rowe Price Retirement I 2060 | — | — | — | $293K | 1.2% | |
| JPMorgan Core Plus Bond | — | — | — | $268K | 1.1% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $240K | 1.0% | |
| T. Rowe Price Retirement I 2025 | — | — | — | $188K | 0.8% | |
| T. Rowe Price Overseas Stock I | — | — | — | $145K | 0.6% | |
| Vanguard Total Bond Mkt Index | — | — | — | $131K | 0.6% | |
| Principal Real Estate Securities Fd R-6 | — | — | — | $101K | 0.4% | |
| T. Rowe Price Retirement I 2005 | — | — | — | $80K | 0.3% | |
| T. Rowe Price Government Money Inv | — | — | — | $58K | 0.2% | |
| Driehaus Emerging Markets Growth Instl | — | — | — | $50K | 0.2% | |
| MassMutual Small Cap Gr Eq I | — | — | — | $39K | 0.2% | |
| Participant Loans Interest rate 4.50 to 9.50% | — | — | — | $10K | <0.1% | |
| Fidelity U.S. Sustainability Index | — | — | — | $2K | <0.1% |
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