Back to filter
Original filing (PDF)20251015110943NAL0006059904001
DART APPRAISAL.COM
Form 5500
FILING_RECEIVED
DART APPRAISAL.COM RETIREMENT PLAN
401(k) retirement plan
Active participants
115
Accounts w/ balance
135
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DART APPRAISAL.COM.
Plan sponsor
Name
DART APPRAISAL.COM
EIN
38-3503497
Address
2600 W BIG BEAVER RD · STE 540 · TROY, MI · 48084
Phone
(248) 273-8643
Industry
Real Estatesee 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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $16K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE INC | — | PORT WASHINGTON, WI | CONTRACT ADMIN | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $302 | — |
Investments
29 direct securities · 1 pooled fund· $8.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$4.4M
29 holdings
Pooled Separate Account
$4.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TPA ALLOWANCE PAYMENT MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $4.4M | 99.2% | |
| ISHARES S&P 500 INDEX K Pooled Separate Accounts | — | — | — | $599K | 13.6% | |
| MASSMUTUAL BLUE CHIP GROWTH I Pooled Separate Accounts | — | — | — | $597K | 13.5% | |
| FRANKLIN TOTAL ADVANTAGE 2035 FUND CL R6 Pooled Separate Accounts | — | — | — | $358K | 8.1% | |
| FRANKLIN TOTAL ADVANTAGE 2040 FUND CL R6 Pooled Separate Accounts | — | — | — | $342K | 7.7% | |
| FRANKLIN TOTAL ADVANTAGE 2030 FUND CL R6 Pooled Separate Accounts | — | — | — | $309K | 7.0% | |
| FRANKLIN TOTAL ADVANTAGE 2025 FUND CL R6 Pooled Separate Accounts | — | — | — | $292K | 6.6% | |
| FRANKLIN TOTAL ADVANTAGE RET FUND CL R6 Pooled Separate Accounts | — | — | — | $283K | 6.4% | |
| FRANKLIN TOTAL ADVANTAGE 2055 FUND CL R6 Pooled Separate Accounts | — | — | — | $223K | 5.1% | |
| FRANKLIN TOTAL ADVANTAGE 2045 FUND CL R6 Pooled Separate Accounts | — | — | — | $203K | 4.6% | |
| INVESCO CORE BOND R6 Pooled Separate Accounts | — | — | — | $175K | 4.0% | |
| FRANKLIN TOTAL ADVANTAGE 2050 FUND CL R6 Pooled Separate Accounts | — | — | — | $151K | 3.4% | |
| EATON VANCE INCOME FUND OF BOSTON R6 Pooled Separate Accounts | — | — | — | $127K | 2.9% | |
| FIDELITY INTERNATIONAL INDEX Pooled Separate Accounts | — | — | — | $110K | 2.5% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R6 Pooled Separate Accounts | — | — | — | $102K | 2.3% | |
| ISHARES RUSSELL MID-CAP INDEX K Pooled Separate Accounts | — | — | — | $100K | 2.3% | |
| JPMORGAN US GOVERNMENT MMKT INSTL Pooled Separate Accounts | — | — | — | $93K | 2.1% | |
| ISHARES RUSSELL 2000 SMALL-CAP IDX K Pooled Separate Accounts | — | — | — | $60K | 1.4% | |
| HARTFORD EQUITY INCOME R6 Pooled Separate Accounts | — | — | — | $54K | 1.2% | |
| FRANKLIN TOTAL ADVANTAGE 2060 FUND CL R6 Pooled Separate Accounts | — | — | — | $52K | 1.2% | |
| FRANKLIN TOTAL ADVANTAGE 2020 FUND CL R6 Pooled Separate Accounts | — | — | — | $42K | 1.0% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 Pooled Separate Accounts | — | — | — | $39K | 0.9% | |
| maturing through March 2029 | — | — | — | $34K | 0.8% | |
| MASSMUTUAL MID CAP GROWTH I Pooled Separate Accounts | — | — | — | $14K | 0.3% | |
| AMERICAN FUNDS CAPITAL WORLD GR&INC R6 Pooled Separate Accounts | — | — | — | $11K | 0.3% | |
| AB GLOBAL BOND Z Pooled Separate Accounts ** 643 ALLSPRING SPECIAL MID CAP VALUE R6 Pooled Separate Accounts | — | — | — | $11K | 0.3% | |
| MACQUARIE SMALL CAP GROWTH R6 Pooled Separate Accounts | — | — | — | $10K | 0.2% | |
| ALLSPRING SPECIAL SMALL CAP VALUE R6 Pooled Separate Accounts | — | — | — | $9K | 0.2% | |
| DFA REAL ESTATE SECURITIES I Pooled Separate Accounts | — | — | — | $8K | 0.2% | |
| COLUMBIA GLOBAL VALUE INST3 Pooled Separate Accounts | — | — | — | $2K | <0.1% |
Related plans
Other plans using UBS FINANCIAL SERVICES INC
COGNIZANT TECHNOLOGY SOLUTIONS
COGNIZANT TECHNOLOGY SOLUTIONS 401(K) SAVINGS PLAN
$3.0B · 38,923 participants
LYONDELL CHEMICAL COMPANY
LYONDELLBASELL SAVINGS PLAN
$2.7B · 7,839 participants
GENUINE PARTS COMPANY
GENUINE PARTS COMPANY 401(K) SAVINGS PLAN
$2.5B · 31,464 participants
AMERICAN FINANCIAL GROUP, INC.
AMERICAN FINANCIAL GROUP 401K RETIREMENT AND SAVINGS PLAN
$2.3B · 7,790 participants
MGM RESORTS INTERNATIONAL
THE MGM RESORTS 401(K) SAVINGS PLAN
$2.2B · 37,717 participants
GENUINE PARTS COMPANY
GENUINE PARTS COMPANY PENSION PLAN
$2.0B · 3,705 participants
Similar-size Real Estate plans
CALHOUN, COLLISTER & PARHAM, INC.
CALHOUN, COLLISTER & PARHAM, INC. 401(K) PLAN
$4.4M · 11 participants
MARTIN AND WOOD APPRAISAL GROUP, LTD.
MARTIN AND WOOD APPRAISAL GROUP, LTD. 401(K) PLAN
$4.4M · 42 participants
DUGGER, GRAFE, SWANSON, INC.
DUGGER GRAFE SWANSON, INC. 401(K) RETIREMENT PLAN
$4.5M · 21 participants
ACADEMY APPRAISAL, INC
ACADEMY APPRAISAL, INC 401(K) PLAN
$4.2M · 22 participants
DELUCA, PC
DELUCA & KREISWIRTH PC 401K PROFIT SHARING PLAN
$4.2M · 4 participants
S.S. HERRON & ASSOCIATES, INC.
S.S. HERRON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
$4.6M · 19 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants