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Original filing (PDF)20251007092950NAL0007630016001
DEWPOINT, LLC
Form 5500
FILING_RECEIVED
DEWPOINT LLC 401(K) SAVINGS & RETIREMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
167
Accounts w/ balance
244
Plan assets (EOY)
$27.4M
Net assets (EOY)
$27.4M
How this plan invests
This plan
1 pooled trust
Schedule D
59 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEWPOINT, LLC.
Plan sponsor
Name
DEWPOINT, LLC
EIN
38-3300595
Address
300 S. WASHINGTON SQUARE · SUITE 200 · LANSING, MI · 48933
Phone
(517) 316-2860
Industry
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
2025-10-07
Pension benefit codes
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRIES FINANCIAL LLC | 34-1891243 | — | ADVISOR | $41K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
58 direct securities · 1 pooled fund· $27.0M(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.
Uncategorized
$25.4M
56 holdings
Mutual Funds
$936K
2 holdings
Common Collective Trust
$678K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company FID Blue Chip GR K6 | — | — | — | $4.9M | 17.8% | |
| Fidelity Management Trust Company TRP Retire 2030 I | — | — | — | $3.1M | 11.3% | |
| Fidelity Management Trust Company FID 500 Index | — | — | — | $2.2M | 8.2% | |
| Fidelity Management Trust Company TRP Retire 2040 I | — | — | — | $2.2M | 7.9% | |
| Fidelity Management Trust Company TRP Retire 2025 I | — | — | — | $1.2M | 4.5% | |
| Fidelity Management Trust Company TRP Retire 2050 I | — | — | — | $1.1M | 3.9% | |
| Fidelity Management Trust Company TRP Retire 2035 I | — | — | — | $1.1M | 3.9% | |
| Fidelity Management Trust Company TRP Retire 2020 I | — | — | — | $1.0M | 3.7% | |
| and Money Market Mutual Fund (Continued) * Fidelity Management Trust Company MFS Mid Cap Growth Fund Class R6 | Mutual Funds | — | — | $933K | 3.4% | |
| Fidelity Management Trust Company American Funds American Mutual Fund R6 | — | — | — | $725K | 2.7% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $678K | 2.5% | |
| Fidelity Management Trust Company TRP Retire 2045 I | — | — | — | $664K | 2.4% | |
| Fidelity Management Trust Company Dodge & Cox Income Fund Class I | — | — | — | $632K | 2.3% | |
| Fidelity Management Trust Company TRP Retire 2055 I | — | — | — | $629K | 2.3% | |
| Fidelity Management Trust Company Wells Fargo Special Mid Cap Value | — | — | — | $548K | 2.0% | |
| Fidelity Management Trust Company Undiscovered Managers Behavioral Value Fund R6 | — | — | — | $543K | 2.0% | |
| Fidelity Management Trust Company FID Lg Cap Growth Index | — | — | — | $504K | 1.8% | |
| Self-Directed Brokerage Accounts * Fidelity Brokerage Services, Inc. FID BrokerageLink - money market funds and mutual funds | — | — | — | $462K | 1.7% | |
| Fidelity Management Trust Company JPMorgan U.S. Equity Fund Class R6 | — | — | — | $404K | 1.5% | |
| Fidelity Management Trust Company TRP Retire 2060 I | — | — | — | $371K | 1.4% | |
| Fidelity Management Trust Company Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $333K | 1.2% | |
| Fidelity Management Trust Company BlackRock Equity Dividend Fund K | — | — | — | $305K | 1.1% | |
| Fidelity Management Trust Company TRP Retire 2010 I | — | — | — | $292K | 1.1% | |
| Fidelity Management Trust Company FID Intl Cap Appr K6 | — | — | — | $286K | 1.0% | |
| Fidelity Management Trust Company FID Total Intl Index | — | — | — | $253K | 0.9% | |
| Fidelity Management Trust Company Vanguard Explorer Fund Admiral Shares | — | — | — | $222K | 0.8% | |
| Fidelity Management Trust Company FID Total Bond K6 | — | — | — | $170K | 0.6% | |
| Fidelity Management Trust Company TRP Retire 2065 I | — | — | — | $149K | 0.5% | |
| Fidelity Management Trust Company Cohen & Steers Realty Shares Fund Class | — | — | — | $118K | 0.4% | |
| Fidelity Management Trust Company FID Capital & Income | — | — | — | $115K | 0.4% | |
| Fidelity Management Trust Company FID Infl Pr Bond Index | — | — | — | $108K | 0.4% | |
| Fidelity Management Trust Company FID Mid Cap Index | — | — | — | $72K | 0.3% | |
| Fidelity Management Trust Company PIMCO International Bond Fund | — | — | — | $58K | 0.2% | |
| Fidelity Management Trust Company TRP Retire 2015 I | — | — | — | $55K | 0.2% | |
| Fidelity Management Trust Company FID Sm Cap Index | — | — | — | $55K | 0.2% | |
| Fidelity Management Trust Company BlackRock Total Return Fund Class K | — | — | — | $54K | 0.2% | |
| Fidelity Management Trust Company Vanguard International Growth Fund Admiral Shares | — | — | — | $52K | 0.2% | |
| Fidelity Management Trust Company Vanguard Consumer Discretionary Index Fund Admiral Shares | — | — | — | $51K | 0.2% | |
| Fidelity Management Trust Company Vanguard Long Term Treasury Index Fund Admiral | — | — | — | $47K | 0.2% | |
| Fidelity Management Trust Company Columbia Emerging Markets Fund I3 | — | — | — | $39K | 0.1% | |
| Fidelity Management Trust Company Vanguard Utilities Index Fund Admiral Shares | — | — | — | $38K | 0.1% | |
| Fidelity Management Trust Company Vanguard Health Care Index Fund Admiral Shares | — | — | — | $36K | 0.1% | |
| Fidelity Management Trust Company PIMCO Diversified Income Fund Institutional | — | — | — | $30K | 0.1% | |
| Fidelity Management Trust Company PIMCO Low Duration Fund Inst | — | — | — | $27K | <0.1% | |
| Fidelity Management Trust Company Goldman Sachs International Equity Income Fund | — | — | — | $21K | <0.1% | |
| Fidelity Management Trust Company BlackRock Global Allocation Fund Class K | — | — | — | $20K | <0.1% | |
| Fidelity Management Trust Company JPMorgan Hedged Equity 2 Fund R6 | — | — | — | $19K | <0.1% | |
| Fidelity Management Trust Company Vanguard Emerging Markets Stock Index Fund | — | — | — | $18K | <0.1% | |
| Fidelity Management Trust Company Nuveen Floating Rate Income Fund Class I | — | — | — | $16K | <0.1% | |
| Fidelity Management Trust Company BR System Memory IST | — | — | — | $14K | <0.1% | |
| Fidelity Management Trust Company MFS Intl Equity R6 | — | — | — | $13K | <0.1% | |
| Fidelity Management Trust Company PIM Com Real Ret I | — | — | — | $13K | <0.1% | |
| Fidelity Management Trust Company Vanguard Energy Index Fund Admiral Shares | — | — | — | $12K | <0.1% | |
| Fidelity Management Trust Company Vanguard International Value | — | — | — | $12K | <0.1% | |
| Fidelity Management Trust Company Vanguard Finl Index ADM | — | — | — | $10K | <0.1% | |
| Fidelity Management Trust Company FID Govt Money Market | — | — | — | $10K | <0.1% | |
| Fidelity Management Trust Company Nuveen Preferred Securities and Income Fund Class I | — | — | — | $8K | <0.1% | |
| Fidelity Management Trust Company BlackRock Event Driven Equity | — | — | — | $5K | <0.1% | |
| and Money Market Mutual Fund * Fidelity Management Trust Company NYLI MK Convert I ** 42 * Fidelity Management Trust Company Lazard Global Listed Infrastructure | Mutual Funds | — | — | $3K | <0.1% |
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