Back to filter
Original filing (PDF)20251013100547NAL0000469491001
DS TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
DS TECHNOLOGIES, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
119
Accounts w/ balance
150
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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
Helping the score
- Below-peer total fees (29 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DS TECHNOLOGIES, LLC.
Plan sponsor
Name
DS TECHNOLOGIES, LLC
EIN
45-0509599
Address
18223 AIRPARK ROAD BLDG 84 · HAGERSTOWN, MD · 217421354
Phone
(301) 797-8897
Industry
Professional & Technical Servicessee 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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ALBRIGHT,CRUMBACKER,MOUL&ITELL,LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GRP RETIREMENT PLAN SRVCS | 82-4555287 | IRVINE, CA | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADV SRVCS | 41-2016508 | PLYMOUTH, MN | INVESTMENT ADVISOR | $8K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIGER'S EYE BENEFITS CONSULTING | 52-1875589 | HAGERSTOWN, MD | CONTRACT ADMIN | $4K | — |
Investments
30 direct securities · 1 pooled fund· $9.1M(97% 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
$9.0M
30 holdings
Common Collective Trust
$68K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CAPITAL GROUP American Funds 2025 Target Date Fund R6 | — | — | — | $929K | 9.9% | |
| CAPITAL GROUP American Funds 2030 Target Date Fund R6 | — | — | — | $819K | 8.8% | |
| CAPITAL GROUP American Funds 2045 Target Date Fund R6 | — | — | — | $782K | 8.4% | |
| CAPITAL GROUP American Funds 2035 Target Date Fund R6 | — | — | — | $729K | 7.8% | |
| CAPITAL GROUP American Funds 2055 Target Date Fund R6 | — | — | — | $696K | 7.4% | |
| CAPITAL GROUP American Funds 2050 Target Date Fund R6 | — | — | — | $683K | 7.3% | |
| CAPITAL GROUP AB Large Cap Growth Z | — | — | — | $534K | 5.7% | |
| CAPITAL GROUP American Funds New Perspective R6 | — | — | — | $501K | 5.4% | |
| CAPITAL GROUP American Funds 2060 Target Date Fund R6 | — | — | — | $446K | 4.8% | |
| CAPITAL GROUP Vanguard 500 Index Fund - Admiral | — | — | — | $408K | 4.4% | |
| CAPITAL GROUP T. Rowe Price Value | — | — | — | $354K | 3.8% | |
| CAPITAL GROUP American Funds 2040 Target Date Fund R6 | — | — | — | $259K | 2.8% | |
| CAPITAL GROUP PIMCO Income Instl | — | — | — | $258K | 2.8% | |
| CAPITAL GROUP JPMorgan Mid Cap Growth R6 | — | — | — | $248K | 2.7% | |
| CAPITAL GROUP American Funds Capital Inc Bldr R6 | — | — | — | $237K | 2.5% | |
| CAPITAL GROUP Franklin Small Cap Value R6 | — | — | — | $223K | 2.4% | |
| CAPITAL GROUP MFS Mid Cap Value R6 | — | — | — | $160K | 1.7% | |
| CAPITAL GROUP American Funds 2065 Target Date Fund R6 | — | — | — | $145K | 1.6% | |
| CAPITAL GROUP AB Small Cap Growth Z | — | — | — | $136K | 1.5% | |
| CAPITAL GROUP American Funds 2020 Target Date Fund R6 | — | — | — | $126K | 1.3% | |
| CAPITAL GROUP American Funds American Balanced R6 | — | — | — | $81K | 0.9% | |
| CAPITAL GROUP Dodge & Cox Global Bond - I | — | — | — | $77K | 0.8% | |
| RELIANCE METLIFE SERIES 25053 CL 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $68K | 0.7% | |
| CAPITAL GROUP American Funds American Hi Inc Tr R6 | — | — | — | $53K | 0.6% | |
| CAPITAL GROUP Vanguard Mid Cap Index Adm | — | — | — | $34K | 0.4% | |
| CAPITAL GROUP PIMCO Real Return Instl | — | — | — | $33K | 0.4% | |
| CAPITAL GROUP Vanguard Small Cap Index Fund - Admiral | — | — | — | $27K | 0.3% | |
| CAPITAL GROUP Fidelity Total Bond K6 | — | — | — | $24K | 0.3% | |
| CAPITAL GROUP Vanguard Gnma Adm | — | — | — | $12K | 0.1% | |
| CAPITAL GROUP Neuberger Berman Real Estate R6 | — | — | — | $11K | 0.1% | |
| CAPITAL GROUP American Funds 2010 Target Date Fund R6 | — | — | — | $3K | <0.1% |