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Original filing (PDF)20251013142135NAL0000703843001
DEEM, LLC
Form 5500
FILING_RECEIVED
DEEM/CSC/GBI 401(K) PLAN
401(k) retirement plan
Active participants
1,238
Accounts w/ balance
1,322
Plan assets (EOY)
$71.6M
Net assets (EOY)
$71.6M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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
- 27 bps in Schedule C fees — 70% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEEM, LLC.
Plan sponsor
Name
DEEM, LLC
EIN
46-0477187
Address
11201 USA PKWY · SUITE 200 · FISHERS, IN · 46037
Phone
(317) 860-2952
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $102K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $93K | — |
Investments
26 direct securities · 1 pooled fund· $71.6M(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
$69.9M
25 holdings
Common Collective Trust
$1.3M
1 holding
Mutual Funds
$473K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 Fund 435,212 shares | — | — | $435K | $8.8M | 12.3% | |
| Fidelity Freedom 2035 Fund 357,315 shares | — | — | $357K | $8.3M | 11.6% | |
| Fidelity Freedom 2040 Fund 306,985 shares | — | — | $307K | $7.6M | 10.6% | |
| JPMorgan Large Cap Growth Fund 77,142 shares | — | — | $77K | $6.5M | 9.0% | |
| Fidelity Freedom 2045 Fund 238,837 shares | — | — | $239K | $6.2M | 8.6% | |
| Fidelity Freedom 2050 Fund 203,645 shares | — | — | $204K | $5.3M | 7.4% | |
| Fidelity 500 Index Fund 22,779 shares | — | — | $23K | $4.7M | 6.5% | |
| Fidelity Freedom 2055 Fund 211,329 shares | — | — | $211K | $4.5M | 6.3% | |
| Fidelity Freedom 2025 Fund 161,451 shares | — | — | $161K | $3.0M | 4.2% | |
| Fidelity Freedom 2060 Fund 152,790 shares | — | — | $153K | $2.8M | 3.9% | |
| January 2025 through August 2034 | — | — | — | $2.6M | 3.7% | |
| Fidelity Freedom 2020 Fund 104,384 shares | — | — | $104K | $1.6M | 2.3% | |
| Fidelity Mid Cap Index Fund 44,817 shares | — | — | $45K | $1.5M | 2.1% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | $1.4M | $1.3M | 1.8% | |
| Fidelity Strategic Income Fund 95,773 shares | — | — | $96K | $1.1M | 1.6% | |
| Fidelity Freedom 2065 Fund 69,830 shares | — | — | $70K | $1.0M | 1.4% | |
| JPMorgan Small Cap Equity Fund 17,180 shares | — | — | $17K | $939K | 1.3% | |
| MFS International Diversification Fund 35,454 shares | — | — | $35K | $810K | 1.1% | |
| Blackrock Equity Fund 41,668 shares | — | — | $42K | $790K | 1.1% | |
| Victory Sycamore Established Value Fund 14,413 shares | — | — | $14K | $663K | 0.9% | |
| Fidelity Small Cap Value Fund 25,676 shares | — | — | $26K | $523K | 0.7% | |
| s *Fidelity Freedom 2010 Fund 36,838 shares | Mutual Funds | — | $37K | $473K | 0.7% | |
| FA Total Bond Z 41,065 shares | — | — | $41K | $386K | 0.5% | |
| Fidelity Freedom 2015 Fund 12,756 shares | — | — | $13K | $182K | 0.3% | |
| Fidelity Freedom Index Income Fund 5,903 shares | — | — | $6K | $69K | <0.1% | |
| Money Market *Fidelity Government Money Market 17,700 shares | — | — | $18K | $18K | <0.1% | |
| Fidelity Freedom 2070 Fund 429 shares | — | — | — | $4K | <0.1% |