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Original filing (PDF)20251216135549NAL0002625857001

DOMINION TECHNOLOGIES GROUP, INC.

Form 5500
FILING_RECEIVED
DOMINION TECHNOLOGIES GROUP, INC. EMPLOYEES' PROFIT SHARING TRUST
401(k) retirement plan
Signals · 2
1 failed disclosureLate filing · 1.0 mo
Active participants
154
Accounts w/ balance
176
Plan assets (EOY)
$23.7M
Net assets (EOY)
$23.7M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
94
/ 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
81
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
  • 1 Schedule C provider failed to disclose compensation.
  • Filed 1.0 months past the 10.5-month grace window.
Helping the score
  • Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOMINION TECHNOLOGIES GROUP, INC..
Plan sponsor
Name
DOMINION TECHNOLOGIES GROUP, INC.
EIN
38-3465335
Address
15736 STURGEON ST · ROSEVILLE, MI · 48066
Phone
(586) 773-3303
Industry
Manufacturingsee 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
2025-12-16
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)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BLUE & CO LLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786RECORDKEEPER$7K
Advisor / Consultant
2
NameEINLocationRelationDirect compIndirect comp
M HOLDINGS SECURITIES INC91-1802259ADVISOR$22K
STRATEGIC ADVISORS, INC.04-2654524ADVISOR$10K

Failed / refused disclosures (Sched C Part 2)

ProviderNondisclosure info

Investments

28 direct securities · 1 pooled fund· $25.2M(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
$23.7M
28 holdings
Pooled Separate Account
$1.5M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Fidelity 500 Index Fund$5.7M24.2%
William Blair Large Cap Growth Fund$2.5M10.6%
American Funds 2030 Target Date Retirement Fund R6$2.5M10.4%
American Funds 2035 Target Date Retirement Fund R6$1.5M6.4%
New York Life Anchor Account$1.5M6.3%
STABLE VALUE ACCOUNT
NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125
Pooled Separate Account
$1.5M6.3%
American Funds 2025 Target Date Retirement Fund R6$1.4M6.1%
Blackrock Mid-Cap Growth Equity Portfolio Investor A$1.1M4.7%
Dodge & Cox Income Fund Class I$1.0M4.4%
Putnam Small Cap Growth Fund Class Y$819K3.5%
American Funds 2040 Target Date Retirement Fund R6$616K2.6%
MFS Mid Cap Value Fund Class R4$519K2.2%
MFS International Diversification Fund Class R4$503K2.1%
The Hartford Dividend and Growth Fund Class R6$428K1.8%
American Funds 2055 Target Date Retirement Fund R6$427K1.8%
Fidelity Mid Cap Index Fund$415K1.8%
American Funds 2020 Target Date Retirement Fund R6$407K1.7%
American Funds 2045 Target Date Retirement Fund R6$395K1.7%
American Funds 2050 Target Date Retirement Fund R6$350K1.5%
Fidelity International Index Fund$287K1.2%
American Funds 2060 Target Date Retirement Fund R6$238K1.0%
Participant Loans$0$204K0.9%
American Funds New World Fund Class R6$196K0.8%
Fidelity Small Cap Value Fund$131K0.6%
American Funds 2065 Target Date Retirement Fund R6$119K0.5%
Fidelity Small Cap Index Fund$104K0.4%
Fidelity U.S. Bond Index Fund$81K0.3%
Thornburg Strategic Income R5 Fund$56K0.2%
American Funds 2015 Target Date Retirement Fund R6$43K0.2%

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