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Original filing (PDF)20250917191313NAL0000632657001
DJI TECHNOLOGY INC
Form 5500
FILING_RECEIVED
DJI TECHNOLOGY INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
114
Accounts w/ balance
168
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DJI TECHNOLOGY INC.
Plan sponsor
Name
DJI TECHNOLOGY INC
EIN
37-1794827
Address
201 S VICTORY BLVD · BURBANK, CA · 915022349
Phone
(424) 348-9237
Industry
Manufacturingsee 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
2025-09-17
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRECEPT ADVISORY GROUP LLC | — | IRVINE, CA | ADVISOR | $30K | — |
Investments
32 direct securities · 1 pooled fund· $7.4M(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
$7.3M
32 holdings
Common Collective Trust
$112K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $1.4M | 19.1% | |
| American Funds American Funds 2055 Target Date Retirement Fund Class R-5 | — | — | — | $845K | 11.6% | |
| American Funds American Funds 2050 Target Date Retirement Fund Class R-5 | — | — | — | $830K | 11.4% | |
| Fidelity Investments Fidelity NASDAQ Composite Index | — | — | — | $590K | 8.1% | |
| American Funds American Funds 2045 Target Date Retirement Fund Class R-5 | — | — | — | $557K | 7.7% | |
| American Funds American Funds 2035 Target Date Retirement Fund Class R-5 | — | — | — | $442K | 6.1% | |
| American Funds American Funds 2040 Target Date Retirement Fund Class R-5 | — | — | — | $385K | 5.3% | |
| American Funds American Funds 2060 Target Date Retirement Fund Class R-5 | — | — | — | $357K | 4.9% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | — | — | — | $229K | 3.1% | |
| Vanguard Balanced Index Fund Admiral Shares | — | — | — | $223K | 3.1% | |
| American Funds American Funds 2030 Target Date Retirement Fund Class R-5 | — | — | — | $183K | 2.5% | |
| American Funds American Funds 2025 Target Date Retirement Fund Class R-5 | — | — | — | $137K | 1.9% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $117K | 1.6% | |
| Reliance Trust Company Reliance MetLife Stable Value | — | — | — | $112K | 1.5% | |
| METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $112K | 1.5% | |
| Vanguard Small Cap Value Index Fund Admiral Shares | — | — | — | $107K | 1.5% | |
| Victory Capital Victory Sycamore Established Value Fund Class I | — | — | — | $95K | 1.3% | |
| Metropolitan West Funds Metropolitan West Total Return Bond Fund Class I | — | — | — | $92K | 1.3% | |
| MFS International Growth Fund Class R4 | — | — | — | $88K | 1.2% | |
| American Funds American Funds New Perspective Fund Class R-6 | — | — | — | $76K | 1.0% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $65K | 0.9% | |
| American Beacon American Beacon Small Cap Value Fund Class R5 | — | — | — | $58K | 0.8% | |
| American Funds American Funds 2020 Target Date Retirement Fund Class R-5 | — | — | — | $57K | 0.8% | |
| Dodge & Cox Dodge & Cox Stock Fund | — | — | — | $55K | 0.7% | |
| PRIMECAP Odyssey Funds PRIMECAP Odyssey Stock Fund | — | — | — | $45K | 0.6% | |
| Neuberger Berman Neuberger Berman Mid Cap Growth Fund Institutional Class | — | — | — | $43K | 0.6% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $27K | 0.4% | |
| American Funds American Funds Capital World Bond Fund Class R-6 | — | — | — | $23K | 0.3% | |
| Fidelity Investments Fidelity Advisor High Income Advtg I | — | — | — | $16K | 0.2% | |
| American Funds American Funds Mortgage Fund Class R-6 | — | — | — | $14K | 0.2% | |
| PIMCO Income Fund Class I-2 | — | — | — | $7K | 0.1% | |
| American Funds American Funds 2065 Target Date Retirement Fund Class R-5 | — | — | — | $3K | <0.1% | |
| American Funds American Funds New World Fund Class R-6 | — | — | — | $3K | <0.1% |
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