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Original filing (PDF)20251014061619NAL0002210641001
DYKEMA GOSSETT PLLC
Form 5500
FILING_RECEIVED
DYKEMA GOSSETT PLLC RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
25% in single holding
Active participants
51
Accounts w/ balance
—
Plan assets (EOY)
$68.5M
Net assets (EOY)
$68.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
87
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "SEI S&P 500 Index-A" is 25% of plan.
- 68 bps in Schedule C fees — 324% above peer band of 16 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DYKEMA GOSSETT PLLC.
Plan sponsor
Name
DYKEMA GOSSETT PLLC
EIN
38-1446628
Address
400 RENAISSANCE CENTER · DETROIT, MI · 48243
Phone
(313) 568-6800
Industry
Law Offices· 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
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENTS MANAGEMENT CORP | 04-2452803 | — | NONE | $321K | — |
| OCTOBER THREE CONSULTING LLC | 27-1503891 | — | NONE | $109K | — |
| PLANTE & MORAN, PLLC | 33-1498605 | — | NONE | $34K | — |
Investments
8 direct securities · 3 pooled funds· $73.5M(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
$59.4M
8 holdings
Common Collective Trust
$14.1M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEI S&P 500 Index-A | — | — | $14.9M | $17.2M | 25.1% | |
| SEI Private Trust Company SEI World Equity Ex-US Fund | — | — | — | $13.3M | 19.4% | |
| SEI Core Fixed Income Fund | — | — | $14.0M | $12.1M | 17.7% | |
| SEI CORE PROPERTY COLLECTIVE INV TR SEI TRUST COMPANY · EIN 27-3224429 / PN 045 | Common Collective Trust | — | $4.1M | $6.0M | 8.8% | |
| SEI GPA IV CIT Private Equity Fund | — | — | $2.6M | $5.5M | 8.0% | |
| SEI GLBL PRIV ASSETS IV COLL INV TR SEI TRUST COMPANY · EIN 81-5067490 / PN 103 | Common Collective Trust | — | — | $5.5M | 8.0% | |
| SEI Extended Market Index-A | — | — | $4.1M | $4.7M | 6.9% | |
| SEI GLBL PRIV ASSETS V COLL INV TR SEI TRUST COMPANY · EIN 84-3069065 / PN 136 | Common Collective Trust | — | $2.2M | $2.5M | 3.7% | |
| SEI High Yield Bond Fund | — | — | $2.8M | $2.4M | 3.6% | |
| Emerging Markets Debt Fund | — | — | $2.8M | $2.4M | 3.5% | |
| SEI Emerging Markets EQ-A | — | — | $1.9M | $1.8M | 2.6% |