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Original filing (PDF)20250806091837NAL0001631011001
DAHLGREN ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
DAHLGREN ENTERPRISES, INC. 401K PLAN
401(k) retirement plan
Active participants
92
Accounts w/ balance
114
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
37 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 DAHLGREN ENTERPRISES, INC..
Plan sponsor
Name
DAHLGREN ENTERPRISES, INC.
EIN
41-1622009
Address
505 ATWATER CIRCLE · SAINT PAUL, MN · 551034401
Phone
(651) 925-3430
Industry
Retail Tradesee 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
2025-08-06
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
BOYUM & BARENSCHEER PLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 43-1270780 | — | N/A | $14K | — |
| AT RETIREMENT SERVICES | 83-3455979 | — | N/A | $7K | — |
Investments
37 direct securities· $4.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2045 | — | — | — | $826K | 20.1% | |
| Fidelity Large Cap Growth Idx | — | — | — | $387K | 9.4% | |
| T Rowe Price Retirement 2025 | — | — | — | $350K | 8.5% | |
| iShares S&P 500 Index Fund Class K | — | — | — | $340K | 8.3% | |
| T Rowe Price Retirement 2040 | — | — | — | $248K | 6.0% | |
| T Rowe Price Retirement 2030 | — | — | — | $199K | 4.8% | |
| T Rowe Price Retirement 2035 | — | — | — | $198K | 4.8% | |
| Vanguard Mid Cap Index-Admiral | — | — | — | $182K | 4.4% | |
| Vanguard Small Cap Index Admiral | — | — | — | $132K | 3.2% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $129K | 3.1% | |
| Vanguard Interm-Term Bond Index Adm | — | — | — | $118K | 2.9% | |
| T Rowe Price Retirement 2050 | — | — | — | $99K | 2.4% | |
| Vanguard Developed Markets Index Adm | — | — | — | $96K | 2.3% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $93K | 2.3% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $84K | 2.0% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $83K | 2.0% | |
| Notes receivable from participants (interest rate 4.25% to 9.50%) | — | — | — | $73K | 1.8% | |
| Vanguard Emerging Mkts Stock Idx Adm | — | — | — | $71K | 1.7% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $65K | 1.6% | |
| T Rowe Price Retirement 2055 | — | — | — | $53K | 1.3% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $50K | 1.2% | |
| Vanguard REIT Index Adm | — | — | — | $50K | 1.2% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $40K | 1.0% | |
| Fidelity® Small Cap Value Index | — | — | — | $31K | 0.8% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $25K | 0.6% | |
| Vanguard FTSE All-World ex-US Small Cap | — | — | — | $22K | 0.5% | |
| DFA Inflation-Protected Securities I | — | — | — | $18K | 0.4% | |
| Third-Party FDIC Insured Dep Acct | — | — | — | $12K | 0.3% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $10K | 0.2% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $8K | 0.2% | |
| T Rowe Price Retirement Income | — | — | — | $6K | 0.1% | |
| Fidelity Large Cap Value Index | — | — | — | $4K | 0.1% | |
| Fidelity Mid Cap Growth Index | — | — | — | $4K | <0.1% | |
| Fidelity Mid Cap Value Index | — | — | — | $1K | <0.1% | |
| DFA Intermediate Govt Fund II | — | — | — | $1K | <0.1% | |
| Fidelity Small Cap Growth Index | — | — | — | $606 | <0.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $107 | <0.1% |
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