Form 5500 Search
Back to filter
Original filing (PDF)20251015070210NAL0005379088001

3-DIMENSIONAL SERVICES INC.

Form 5500
FILING_RECEIVED
3-DIMENSIONAL SERVICES GROUP 401K PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
422
Accounts w/ balance
508
Plan assets (EOY)
$32.5M
Net assets (EOY)
$32.5M
How this plan invests
This plan
11 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
  • 41 bps in Schedule C fees — modestly above peer band of 29 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 3-DIMENSIONAL SERVICES INC..
Plan sponsor
Name
3-DIMENSIONAL SERVICES INC.
EIN
38-3044929
Address
2547 PRODUCT DRIVE · ROCHESTER HILLS, MI · 48309
Phone
(248) 852-1333
Industry
Engineering Services· 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
2025-10-15
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
UHY LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

4 rows
Other
4
NameEINLocationRelationDirect compIndirect comp
ONEAMERICA RETIREMENT SERVICES LLC46-5378846NONE$80K
ONEDIGITAL INVESTMENT ADVISORSOVERLAND PARK, KSNONE$40K
STRAIGHTLINETROY, MINONE$14K
MATRIX TRUST COMPANY75-3182674NONE$0

Investments

12 direct securities · 11 pooled funds· $32.3M(99% 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.

Common Collective Trust
$17.6M
11 holdings
Uncategorized
$14.7M
12 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
AMERICAN CENTURY RET DATE 2040
GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001
Common Collective Trust
195,571.501$3.7M$4.1M12.6%
JPMorgan Large Cap Growth R631,006.495$2.0M$2.6M8.0%
AMERICAN CENTURY RET DATE 2030
GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001
Common Collective Trust
125,629.514$2.2M$2.4M7.3%
iShares S&P 500 Index K3,356.685$2.0M$2.3M7.1%
AMERICAN CENTURY RET DATE 2035
GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001
Common Collective Trust
105,546.188$1.9M$2.1M6.5%
AMERICAN CENTURY RET DATE 2045
GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001
Common Collective Trust
83,869.027$1.7M$1.8M5.7%
AUL Stable Value Account Series I1,656,550.562$1.8M$1.8M5.5%
John Hancock Disciplined Value A67,872.439$1.6M$1.6M4.9%
AMERICAN CENTURY RET DATE 2025
GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001
Common Collective Trust
86,019.951$1.5M$1.6M4.8%
AMERICAN CENTURY RET DATE 2050
GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001
Common Collective Trust
66,497.325$1.4M$1.5M4.7%
AMERICAN CENTURY RET DATE 2055
GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001
Common Collective Trust
64,564.91$1.4M$1.5M4.7%
Nuveen Core Bond Fund Premier R6152,418.558$1.4M$1.4M4.2%
Fidelity Small Cap Growth Fund K666,562.975$1.1M$1.2M3.7%
iShares MSCI EAFE Intl Idx K65,631.446$1.0M$1.0M3.1%
Mfs International Diversification Fd R343,943.069$974K$982K3.0%
MID CAP VALUE FUND
WILMINGTON TRUST N.A. · EIN 38-4139822 / PN 616
Common Collective Trust
57,669.605$846K$914K2.8%
AMERICAN CENTURY RET DATE 2060
GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001
Common Collective Trust
38,295.183$812K$900K2.8%
Master Participant Loan820,834.34$821K2.5%
PIMCO Income A42,471.904$452K$447K1.4%
MID CAP GROWTH FUND
WILMINGTON TRUST N.A. · EIN 38-4126247 / PN 549
Common Collective Trust
27,222.471$375K$421K1.3%
AMERICAN CENTURY RETIREMENT DATE TR
GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001
Common Collective Trust
19,341.457$314K$337K1.0%
Macquarie Small Cap Value Instl4,187.324$298K$293K0.9%
iShares Russell Small/Mid-Cap Index Fund K16,038.365$252K$270K0.8%

Related plans