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Original filing (PDF)20251015150302NAL0004933409001
DMS IMAGING INC.
Form 5500
FILING_RECEIVED
DMS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
171
Accounts w/ balance
171
Plan assets (EOY)
$21.8M
Net assets (EOY)
$21.8M
How this plan invests
This plan
27 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.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DMS IMAGING INC..
Plan sponsor
Name
DMS IMAGING INC.
EIN
45-0386364
Address
728 EAST BEATON DRIVE · SUITE 101 · WEST FARGO, ND · 58078
Phone
(701) 515-1304
Industry
Health Care & Social Assistancesee 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
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PYA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $15K | — |
Investments
27 direct securities· $21.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $3.2M | 14.6% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $3.2M | 14.5% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.8M | 13.0% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $2.1M | 9.4% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.5M | 6.8% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.4M | 6.3% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $1.3M | 6.0% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.2M | 5.5% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $1.1M | 4.9% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $739K | 3.4% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $709K | 3.3% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $536K | 2.5% | |
| Vanguard Treasury Money Market Vanguard 0 | — | — | — | $386K | 1.8% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $307K | 1.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $292K | 1.3% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $283K | 1.3% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 | — | — | — | $265K | 1.2% | |
| Vanguard U.S. Growth Adm Vanguard 0 | — | — | — | $174K | 0.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $139K | 0.6% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $87K | 0.4% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $71K | 0.3% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $59K | 0.3% | |
| Vanguard Global Equity Inv Vanguard 0 | — | — | — | $32K | 0.1% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $22K | 0.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $22K | <0.1% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $21K | <0.1% | |
| MFS International Diversification R6 MFS 0 | — | — | — | $15K | <0.1% |
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