How big is Spalding Dedecker Associates, Inc.'s plan?

Spalding Dedecker Associates, Inc.'s plan reported $22.4M in assets and 153 participants for 2024.

Original filing (PDF)20250929143717NAL0027036674001

Spalding Dedecker Associates, Inc.

Name: Spalding Dedecker Associates, Inc. — Spalding, Form 5500 (2024)
Creator: Spalding Dedecker Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Spalding Dedecker Associates, Inc. Employee Stock Ownership Plan

Defined-contribution retirement plan · Spalding Dedecker Associates, Inc.'s Spalding Dedecker Associates, Inc. Employee Stock Ownership Plan held $22.4M in plan assets for 153 participants in 2024.

Signals · 3

89% in single holding89% employer stockNo recordkeeper disclosed

Active participants

153

Accounts w/ balance

165

Plan assets (EOY)

$22.4M

Net assets (EOY)

$22.4M

People on this filing

Steve Benedettini signed Spalding Dedecker Associates, Inc.'s 2024 Form 5500 as plan administrator.

Steve Benedettini — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Spalding Dedecker Associates, Inc.'s EIN is 38-1598901.

EIN 38-1598901

Plan number 002

Plan year 2024

ACK ID 20250929143717NAL0027036674001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spalding Dedecker Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spalding Dedecker Associates, Inc.'s plan includes an ESOP, an S-corporation ESOP.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPALDING DEDECKER ASSOCIATES, INC..

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Knocking points off

83% of assets in employer securities (concentration risk).

Helping the score

Below-peer total plan cost (89th percentile).
High average account balance (86th percentile).

Plan sponsor

Name

SPALDING DEDECKER ASSOCIATES, INC.

EIN

all filings

Address

905 SOUTH BLVD EAST · ROCHESTER HILLS, MI · 483075358

Phone

(248) 844-5400

Industry

Engineering Services· Professional & Technical Services

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

2025-09-29

Pension benefit codes

2I · Stock bonus

2O · ESOP (non-leveraged)

2Q · S-corporation ESOP

Audit & trust (Schedule H)

Auditor

DOEREN MAYHEW ASSURANCE

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
DAHRING CUSMANO LLC	—	NOVI, MI	ADVISOR	$5K	—

Investments

37 direct securities· $20.8M(93% of reported assets)

Common Stocks

$18.5M

1 holding

Mutual Funds

$1.8M

20 holdings

Other securities

$428K

12 holdings

Bonds / Notes

$49K

1 holding

Common Collective Trusts

$30K

1 holding

U.S. Treasuries

$20K

1 holding

Cash / Money Market

$8K

1 holding

					% of plan
Spalding DeDecker Associates, Inc. Employer common stock, 88,067 shares	Common Stocks	—	$4.9M	$18.5M	82.6%
Charles Schwab & Co., Inc. Schwab Treasury Obligations Money Fund	Mutual Funds	—	$827K	$827K	3.7%
Fidelity Investments Fidelity Investments Blue Chip Growth Retail	Mutual Funds	—	$88K	$128K	0.6%
PIMCO Investments PIMCO Investments Income Instl	Mutual Funds	—	$135K	$122K	0.5%
Dodge & Cox Dodge & Cox Funds Stock Investor	Mutual Funds	—	$106K	$121K	0.5%
Fidelity Investments Fidelity Investments Advisor Strategic Income Z	Mutual Funds	—	$116K	$106K	0.5%
T. Rowe Price T. Rowe Price Capital Appreciation I	Other securities	—	$99K	$102K	0.5%
Fidelity Investments Fidelity Investments Advisor Growth Opp Z	Mutual Funds	—	$59K	$75K	0.3%
T. Rowe Price T. Rowe Price US Equity Research	Other securities	—	$60K	$65K	0.3%
Principal Funds Mid Cap Inst	Other securities	—	$51K	$62K	0.3%
American Funds American Funds High-income F3	Mutual Funds	—	$56K	$56K	0.2%
Dodge & Cox Dodge & Cox Funds Global Bond Investor	Mutual Funds	—	$59K	$53K	0.2%
Vanguard Large Cap ETF	Mutual Funds	—	$40K	$50K	0.2%
T. Rowe Price T. Rowe Price Inst Floating Rate Inst	Bonds / Notes	—	$50K	$49K	0.2%
T. Rowe Price T. Rowe Price Performance TR Strat Bd Retail	Other securities	—	$56K	$49K	0.2%
American Funds American Funds Bond Fund of Amer. F3	Mutual Funds	—	$37K	$36K	0.2%
Dodge & Cox Dodge & Cox Funds Income Investor	Mutual Funds	—	$35K	$35K	0.2%
PIMCO Investments PIMCO Investments Infln Response Multi-Asset Investor	Mutual Funds	—	$38K	$35K	0.2%
FPA Funds New Income Investor	Other securities	—	$32K	$31K	0.1%
T. Rowe Price T. Rowe Price Funds QM US Small Cap Growth Equity Investor	Other securities	—	$29K	$31K	0.1%
Janus Henderson Janus Henderson Funds Enterprise Investor	Mutual Funds	—	$30K	$30K	0.1%
Vanguard Short Term Corp BD IDX Admiral	Common Collective Trusts	—	$31K	$30K	0.1%
PIMCO Investments PIMCO Investments Low Duration Income Inst	Mutual Funds	—	$31K	$30K	0.1%
PIMCO Investments PIMCO Investments StockPlus Intl fund	Mutual Funds	—	$30K	$29K	0.1%
Goldman Sachs Goldman Sachs GQG Ptnrs Intl Opps Instl	Other securities	—	$27K	$23K	0.1%
T. Rowe Price T. Rowe Price Ultra ST Bond	U.S. Treasuries	—	$20K	$20K	<0.1%
Manager Directed Portfolios Hood River Small Cap Instl	Other securities	—	$18K	$19K	<0.1%
T. Rowe Price T. Rowe Price Funds Finl SVC Investor	Other securities	—	$14K	$17K	<0.1%
PIMCO Investments PIMCO Investments Commodities Plus Strat Inst	Mutual Funds	—	$20K	$16K	<0.1%
Cohen & Steers International Realty Shares Investor	Other securities	—	$16K	$15K	<0.1%
Fidelity Investments Fidelity Covington Trust Total Bond ETF	Mutual Funds	—	$13K	$11K	<0.1%
American Funds American Funds New World F3	Mutual Funds	—	$11K	$11K	<0.1%
Vanguard Mega Grwth Ind	Mutual Funds	—	$5K	$9K	<0.1%
iShares Gold Trust	Other securities	—	$6K	$8K	<0.1%
TD Bank Interest bearing cash	Cash / Money Market	—	$8K	$8K	<0.1%
T. Rowe Price T. Rowe Price Capital Appreciation	Other securities	—	$5K	$7K	<0.1%
Vanguard Consum Stp	Mutual Funds	—	$6K	$7K	<0.1%