Back to filter
Original filing (PDF)20251014151545NAL0006533874001
DYKEMA GOSSETT PLLC
Form 5500
FILING_RECEIVED
DYKEMA GOSSETT PLLC SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Active participants
763
Accounts w/ balance
1,124
Plan assets (EOY)
$345.6M
Net assets (EOY)
$345.6M
How this plan invests
This plan
18 pooled trusts
Schedule D
35 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
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
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
002
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2A · Age/service weighted or new comparability
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$56K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT, INC. | 30-0282430 | — | CONSULTANT | $56K | — |
| OCTOBER THREE CONSULTING LLC | 27-1175487 | — | CONSULTANT | $13K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 38-1357951 | — | ACCOUNTANT/AUDITOR | $14K | — |
Investments
31 direct securities · 18 pooled funds· $481.4M(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
$293.1M
31 holdings
Common Collective Trust
$188.3M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Self-directed brokerage accounts investments | — | — | — | $32.0M | 9.2% | |
| TRP RETIRE 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $31.8M | 9.2% | |
| T. Rowe Price T. Rowe Price Retirement 2025 F | — | — | — | $31.8M | 9.2% | |
| Fidelity Investments Fidelity Blue Chip Growth Fund K6 | — | — | — | $31.2M | 9.0% | |
| RT L&G S&P 500 DC A RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 001 | Common Collective Trust | — | — | $30.3M | 8.8% | |
| Fidelity Investments Fidelity Contrafund K6 | — | — | — | $25.6M | 7.4% | |
| T. Rowe Price T. Rowe Price Retirement 2030 F | — | — | — | $22.3M | 6.4% | |
| TRP RETIRE 2030 F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $22.3M | 6.4% | |
| T. Rowe Price T. Rowe Price Retirement 2035 F | — | — | — | $21.3M | 6.2% | |
| TRP RETIRE 2035 F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $21.3M | 6.2% | |
| Vanguard Money market fund - Vanguard Federal Money Market Fund | — | — | — | $15.2M | 4.4% | |
| T. Rowe Price T. Rowe Price Retirement 2040 F | — | — | — | $14.8M | 4.3% | |
| TRP RETIRE 2040 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $14.8M | 4.3% | |
| T. Rowe Price T. Rowe Price Retirement 2045 F | — | — | — | $12.7M | 3.7% | |
| TRP RETIRE 2045 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $12.7M | 3.7% | |
| Fidelity Investments Fidelity Puritan | — | — | — | $12.2M | 3.5% | |
| T. Rowe Price T. Rowe Price Retirement 2020 F | — | — | — | $10.2M | 3.0% | |
| TRP RETIRE 2020 F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $10.2M | 3.0% | |
| T. Rowe Price T. Rowe Price Retirement 2050 F | — | — | — | $10.1M | 2.9% | |
| TRP RETIRE 2050 F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $10.1M | 2.9% | |
| T. Rowe Price T. Rowe Price Retirement 2055 F | — | — | — | $7.5M | 2.2% | |
| TRP RETIRE 2055 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $7.5M | 2.2% | |
| JH ENTERPRISE III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $7.0M | 2.0% | |
| Fidelity Investments Fidelity Capital and Income Fund | — | — | — | $6.9M | 2.0% | |
| LS CORE PLUS BOND F LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $6.1M | 1.8% | |
| Vaughan Nelson Vaughn Nel Value Opportunity Y | — | — | — | $5.6M | 1.6% | |
| Fidelity Investments Fidelity Extended Market Index | — | — | — | $4.9M | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2015 F | — | — | — | $3.3M | 0.9% | |
| TRP RETIRE 2015 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $3.3M | 0.9% | |
| Boston Partners Boston Partners Large Cap Value Equity Fund | — | — | — | $2.9M | 0.8% | |
| BP LG CAP VAL EQ CIT BOSTON PARTNERS TRUST COMPANY · EIN 61-1603964 / PN 001 | Common Collective Trust | — | — | $2.9M | 0.8% | |
| John Hancock Funds John Hancock Disciplined Value Fund Internal R6 | — | — | — | $2.8M | 0.8% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $2.7M | 0.8% | |
| Victory Funds Victory Integrity Small-Cap Value Fund Class Y | — | — | — | $2.3M | 0.7% | |
| Participants Participant notes receivable bearing interest rates ranging from 3.25 to 8.50 percent - | — | — | — | $2.3M | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2060 F | — | — | — | $2.2M | 0.6% | |
| TRP RETIRE 2060 F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.6% | |
| RT L&G MSCI EAFE A RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 004 | Common Collective Trust | — | — | $2.1M | 0.6% | |
| Conestoga Small Cap Inv | — | — | — | $2.0M | 0.6% | |
| Federated Hermes Federated International Equity Fund | — | — | — | $1.8M | 0.5% | |
| Wells Fargo Funds Galliard Stable Return Fund E | — | — | — | $1.8M | 0.5% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.5% | |
| T. Rowe Price T. Rowe Price Retirement 2010 F | — | — | — | $1.5M | 0.4% | |
| TRP RETIRE 2010 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.4% | |
| RBC Emerging Markets Equity Fund Class I | — | — | — | $983K | 0.3% | |
| Fidelity Investments Fidelity International Discovery Fund | — | — | — | $958K | 0.3% | |
| BNY Mellon BNY Mellon Global Fixed Income Fund | — | — | — | $827K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2005 F | — | — | — | $482K | 0.1% | |
| TRP RETIRE 2005 F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $482K | 0.1% |