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Original filing (PDF)20251014090555NAL0003448240001
DIELECTRIC MANUFACTURING
Form 5500
FILING_RECEIVED
DCJ EMPLOYEE SAVINGS PLAN
Pooled investment trust — a fund that other plans invest in — not a participant plan
Signals · 1
28% in single holding
Active participants
133
Accounts w/ balance
207
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
How this plan invests
Participating plans
invest in this fund
This trust
pooled vehicle
25 securities
Schedule of Assets
This is a pooled fund: many plans invest in it, and it holds the underlying securities.
Master trust / DFE filing
Pooled investment vehicle
This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.
Pooled assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
Participating plans
0
latest filings citing this trust
Cited interest
$0
across citing plans' latest filings
Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.
Why no Schedule of Assets here? DFE holdings often live on the master trust’s own audited statement, not as a 4i schedule on the participating plans’ filings. We’re extending the parsing pipeline to cover DFE filings — see Methodology.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIELECTRIC MANUFACTURING.
Plan sponsor
Name
DIELECTRIC MANUFACTURING
EIN
39-1083000
Address
W206N12865 GATEWAY COURT · RICHFIELD, WI · 53076
Phone
(262) 255-0802
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RITZHOLMAN 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 | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $25K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAP RETIREMENT, INC. | — | APPLETON, WI | CONTRACT ADMIN | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
21 direct securities · 4 pooled funds· $13.8M(98% 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
$12.2M
21 holdings
Common Collective Trust
$1.6M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Funds Retirement 2030 Fund | — | — | — | $3.8M | 27.0% | |
| The Vanguard Group Total Stock Mkt Idx Adm Fund | — | — | — | $2.5M | 17.9% | |
| T. Rowe Price Funds Retirement 2035 Fund | — | — | — | $1.5M | 10.9% | |
| T. Rowe Price Funds Retirement 2055 Fund | — | — | — | $915K | 6.5% | |
| LARGE CAP GROWTH/JP MORGAN INVST MG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Common Collective Trust | — | — | $731K | 5.2% | |
| MORLEY STABLE VALUE FUND MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $532K | 3.8% | |
| T. Rowe Price Funds Retirement 2040 Fund | — | — | — | $433K | 3.1% | |
| T. Rowe Price Funds Retirement 2025 Fund | — | — | — | $420K | 3.0% | |
| T. Rowe Price Funds Retirement 2015 Fund | — | — | — | $396K | 2.8% | |
| T. Rowe Price Funds Retirement 2045 Fund | — | — | — | $378K | 2.7% | |
| Primecap Odyssey Funds Odyssey Aggressive Growth | — | — | — | $374K | 2.7% | |
| American Funds New World Fund R6 Fund | — | — | — | $260K | 1.9% | |
| Western Asset Global Strategic Income I | — | — | — | $222K | 1.6% | |
| PGIM TOTAL RETURN BOND FUND CIT FEE GREAT GRAY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $221K | 1.6% | |
| Dimensional Fund Advisors US Small Cap | — | — | — | $137K | 1.0% | |
| T. Rowe Price Funds Retirement 2050 Fund | — | — | — | $128K | 0.9% | |
| T. Rowe Price Funds Retirement 2020 Fund | — | — | — | $125K | 0.9% | |
| T. Rowe Price Funds Retirement Balanced Fund | — | — | — | $122K | 0.9% | |
| MFS International Diversification R6 | — | — | — | $115K | 0.8% | |
| PUTNAM LARGE CAP VALUE TRUST II CL GREAT GRAY · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $110K | 0.8% | |
| T. Rowe Price Funds Retirement 2060 Fund | — | — | — | $93K | 0.7% | |
| Virtus Investment Partners Ceredex Mid-Cap Value Equity I | — | — | — | $81K | 0.6% | |
| Causeway Capital Management International Value Instl Fund | — | — | — | $61K | 0.4% | |
| Participant Loans | — | — | — | $42K | 0.3% | |
| T. Rowe Price Funds Retirement 2065 Fund | — | — | — | $36K | 0.3% |
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