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Original filing (PDF)20251015192815NAL0007170768001
DIMENSIONAL INNOVATIONS, INC.
Form 5500
FILING_RECEIVED
DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
236
Accounts w/ balance
314
Plan assets (EOY)
$17.0M
Net assets (EOY)
$17.0M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 53 bps in Schedule C fees — 81% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIMENSIONAL INNOVATIONS, INC..
Plan sponsor
Name
DIMENSIONAL INNOVATIONS, INC.
EIN
43-1654292
Address
PO BOX 7190 · SHAWNEE MISSION, KS · 66207
Phone
(913) 648-5526
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PICKETT CHANEY & MCMULLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | RECORDKEEPER | $26K | — |
| ASCENSUS LLC | 11-3665754 | — | RECORDKEEPER | — | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TFB ADVISORS, LLC | 84-4383499 | — | ADVISORY FEES | $49K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TAX FAVORED BENEFITS, INC. | 48-0912395 | — | TPA | $4K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PICKETT, CHANEY AND MCMULLEN LLP | 48-1246310 | — | AUDITOR | $10K | — |
Investments
25 direct securities · 1 pooled fund· $33.4M(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
$17.0M
25 holdings
Pooled Separate Account
$16.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| THE VANGUARD GROUP SEP ACCT THE VANGUARD GROUP · EIN 23-1945930 / PN 001 | Pooled Separate Account | — | — | $16.4M | 96.2% | |
| DFA Large Cap International Port Mutual fund | — | — | — | $2.2M | 13.0% | |
| T. Rowe Price Growth Stock Mutual fund | — | — | — | $1.6M | 9.6% | |
| Vanguard Value Index Mutual fund | — | — | — | $1.6M | 9.6% | |
| Vanguard 500 Index Mutual fund | — | — | — | $1.3M | 7.8% | |
| Vanguard Mid-Cap Growth Index Mutual fund | — | — | — | $1.2M | 7.3% | |
| Vanguard Small-Cap Value Index Mutual fund | — | — | — | $1.1M | 6.8% | |
| American Century Mid Cap Value Mutual fund | — | — | — | $1.1M | 6.3% | |
| Vanguard Small-Cap Growth Index Mutual fund | — | — | — | $1.0M | 5.9% | |
| Western Asset Core Plus Bond Mutual fund | — | — | — | $712K | 4.2% | |
| BlackRock High Yield Bond Mutual fund | — | — | — | $605K | 3.6% | |
| American Funds American Balanced Mutual fund | — | — | — | $561K | 3.3% | |
| DFA U.S. Small Cap Portfolio Mutual fund | — | — | — | $516K | 3.0% | |
| Vanguard Mid Cap Index Mutual fund | — | — | — | $479K | 2.8% | |
| WTRISC CIT III for Metlife GAC 25554 Collective investment trust | — | — | — | $473K | 2.8% | |
| Vanguard Total Intl Bond Index Mutual fund | — | — | — | $434K | 2.6% | |
| Vanguard Real Estate Index Mutual fund | — | — | — | $431K | 2.5% | |
| American Funds New World Mutual fund | — | — | — | $359K | 2.1% | |
| Vanguard Inflation-Protected Sec Mutual fund | — | — | — | $294K | 1.7% | |
| Calvert Short Duration Income Mutual fund | — | — | — | $278K | 1.6% | |
| American Funds Trgt Date Ret 2060 Mutual fund | — | — | — | $215K | 1.3% | |
| Notes receivable from participants Various participants, interest rates range from 4.25% to 9.50% | — | — | — | $167K | 1.0% | |
| American Funds Trgt Date Ret 2045 Mutual fund | — | — | — | $115K | 0.7% | |
| Janus Henderson Global Tech & Innovation Mutual fund | — | — | — | $61K | 0.4% | |
| American Funds Trgt Date Ret 2050 Mutual fund 35 American Funds Trgt Date Ret 2055 Mutual fund | — | — | — | $49K | 0.3% | |
| American Funds Trgt Date Ret 2035 Mutual fund | — | — | — | $10K | <0.1% |
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