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Original filing (PDF)20250728132903NAL0000815795001
DELUXE CORPORATION
Form 5500
FILING_RECEIVED
DELUXE CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,706
Accounts w/ balance
8,430
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
20 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELUXE CORPORATION.
Plan sponsor
Name
DELUXE CORPORATION
EIN
41-0216800
Address
801 S MARQUETTE AVE. · MINNEAPOLIS, MN · 55402
Phone
(612) 552-7150
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | — | NONE | $567K | — |
| WILSHIRE ASSOCIATES INCORPORATED | — | SANTA MONICA, CA | NONE | $255K | — |
| EMPOWER TRUST COMPANY, LLC | 84-1455663 | — | NONE | $21K | — |
Investments
24 direct securities · 20 pooled funds· $2.9B(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
$1.4B
24 holdings
Common Collective Trust
$1.4B
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK RUSSELL 3000 INDEX F BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 94-3371912 / PN 001 | Common Collective Trust | — | — | $308.2M | 21.2% | |
| US Equity Index Fund Common Collective Trust Fund | — | — | — | $307.4M | 21.1% | |
| WILSHIRE MULTI-MANAGER CORE PLUS FI GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275322 / PN 001 | Common Collective Trust | — | — | $215.6M | 14.8% | |
| WILSHIRE MULTI-MANAGER INTL EQUITY GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275323 / PN 001 | Common Collective Trust | — | — | $162.5M | 11.2% | |
| BLACKROCK EQUITY INDEX COLLECTIVE F GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $151.1M | 10.4% | |
| Invesco Stable Value Fund | — | — | — | $145.9M | 10.0% | |
| Target Retirement 2025 Fund Common Collective Trust Fund | — | — | — | $141.3M | 9.7% | |
| Target Retirement 2030 Fund Common Collective Trust Fund | — | — | — | $119.8M | 8.2% | |
| WILSHIRE MULTI-MANAGER US SMID CAP GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275319 / PN 001 | Common Collective Trust | — | — | $117.6M | 8.1% | |
| INVESCO SHORT TERM BOND IGT INVESCO · EIN 61-1246990 / PN 215 | Common Collective Trust | — | — | $104.5M | 7.2% | |
| Small/Mid Cap Equity Fund Common Collective Trust Fund | — | — | — | $100.9M | 6.9% | |
| WILSHIRE MULTI-MANAGER DIVERSIFIED GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275321 / PN 001 | Common Collective Trust | — | — | $95.0M | 6.5% | |
| Bond Fund Common Collective Trust Fund | — | — | — | $82.1M | 5.6% | |
| Target Retirement 2035 Fund Common Collective Trust Fund | — | — | — | $78.3M | 5.4% | |
| WILSHIRE MULTI-MANAGER US LARGE CAP GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275320 / PN 001 | Common Collective Trust | — | — | $71.1M | 4.9% | |
| Target Retirement 2020 Fund Common Collective Trust Fund | — | — | — | $70.1M | 4.8% | |
| Target Retirement 2040 Fund Common Collective Trust Fund | — | — | — | $63.9M | 4.4% | |
| International Equity Fund Common Collective Trust Fund | — | — | — | $60.4M | 4.1% | |
| BLACKROCK MSCI ACWI EX-U.S. IMI IDX BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 82-5170825 / PN 001 | Common Collective Trust | — | — | $47.8M | 3.3% | |
| Target Retirement 2015 Fund Common Collective Trust Fund | — | — | — | $47.3M | 3.2% | |
| Target Retirement 2045 Fund Common Collective Trust Fund | — | — | — | $46.8M | 3.2% | |
| Target Retirement 2050 Fund Common Collective Trust Fund | — | — | — | $33.3M | 2.3% | |
| Target Retirement 2010 Fund Common Collective Trust Fund | — | — | — | $26.8M | 1.8% | |
| Longevity Fund Common Collective Trust Fund | — | — | — | $25.6M | 1.8% | |
| WILSHIRE MULTI-MANAGER REAL ASSET GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289847 / PN 001 | Common Collective Trust | — | — | $24.3M | 1.7% | |
| Diversified Credit Fund Common Collective Trust Fund | — | — | — | $22.5M | 1.5% | |
| JENNISON INTERM G/C IGT INVESCO · EIN 61-1246990 / PN 218 | Common Collective Trust | — | — | $22.1M | 1.5% | |
| INVESCO INTERM G/C IGT INVESCO · EIN 61-1246990 / PN 212 | Common Collective Trust | — | — | $22.1M | 1.5% | |
| Large Cap Equity Fund Common Collective Trust Fund | — | — | — | $21.1M | 1.5% | |
| Target Retirement 2055 Fund Common Collective Trust Fund | — | — | — | $16.0M | 1.1% | |
| BLACKROCK RUSSELL 2500 INDEX F BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 80-0254284 / PN 001 | Common Collective Trust | — | — | $13.0M | 0.9% | |
| LOOMIS SAYLES INT IGT INVESCO · EIN 61-1246990 / PN 217 | Common Collective Trust | — | — | $11.4M | 0.8% | |
| INVESCO CORE IGT INVESCO · EIN 61-1246990 / PN 225 | Common Collective Trust | — | — | $11.1M | 0.8% | |
| LOOMIS SAYLES CORE IGT INVESCO · EIN 61-1246990 / PN 224 | Common Collective Trust | — | — | $11.1M | 0.8% | |
| PIMCO INTERMED G/C IGT INVESCO · EIN 61-1246990 / PN 207 | Common Collective Trust | — | — | $11.0M | 0.8% | |
| DODGE & COX CORE IGT INVESCO · EIN 61-1246990 / PN 244 | Common Collective Trust | — | — | $11.0M | 0.8% | |
| PIMCO CORE IGT INVESCO · EIN 66-1246990 / PN 219 | Common Collective Trust | — | — | $11.0M | 0.8% | |
| Target Retirement 2060 Fund Common Collective Trust Fund | — | — | — | $10.3M | 0.7% | |
| maturing through December 2028 | — | — | — | $8.4M | 0.6% | |
| Diversified Real Assets Fund Common Collective Trust Fund | — | — | — | $7.8M | 0.5% | |
| BLACKROCK US DEBT INDEX COLLECTIVE BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 94-3291425 / PN 001 | Common Collective Trust | — | — | $7.5M | 0.5% | |
| International Equity Index Fund Common Collective Trust Fund | — | — | — | $4.6M | 0.3% | |
| Target Retirement 2065 Fund Common Collective Trust Fund | — | — | — | $4.5M | 0.3% | |
| Target Retirement 2070 Fund Common Collective Trust Fund | — | — | — | $943K | <0.1% |