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Original filing (PDF)20251007105402NAL0002398755001
DIRECTVIZ SOLUTIONS LLC
Form 5500
FILING_RECEIVED
DIRECTVIZ SOLUTIONS LLC 401(K)
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
369
Accounts w/ balance
375
Plan assets (EOY)
$15.9M
Net assets (EOY)
$15.9M
How this plan invests
This plan
18 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 50 bps in Schedule C fees — 74% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIRECTVIZ SOLUTIONS LLC.
Plan sponsor
Name
DIRECTVIZ SOLUTIONS LLC
EIN
46-0795124
Address
1595 SPRING HILL ROAD · SUITE 600 · VIENNA, VA · 22182
Phone
(703) 662-0433
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
2025-10-07
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
BRONTIDE LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 13-2638166 | — | INVESTMENT ADVISORY | $31K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTACT ADMIN | $49K | — |
| COASTAL PENSION SERVICES LLC | 52-1053785 | — | OTHER SERVICES | $0 | — |
Investments
13 direct securities · 18 pooled funds· $16.6M(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.
Common Collective Trust
$10.0M
13 holdings
Pooled Separate Account
$3.4M
5 holdings
Uncategorized
$2.8M
12 holdings
Guaranteed Income / GIC
$381K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 IDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.3M | 14.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.0M | 12.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.8M | 11.4% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.2M | 7.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.1M | 6.7% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.0M | 6.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $980K | 6.2% | |
| Principal Largecap Growth I SA-Z Pooled Separate Account | — | — | — | $686K | 4.3% | |
| PRIN LARGECAP GROWYH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $686K | 4.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $620K | 3.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $576K | 3.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $417K | 2.6% | |
| * Principal Fixed Income Guaranteed Option Credit with Interest at 1.55% | Guaranteed Income / GIC | — | — | $381K | 2.4% | |
| Vanguard Sm Cap Gr Idx Adm Mutual Fund | — | — | — | $375K | 2.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $316K | 2.0% | |
| Vanguard Value Index Adm Mutual Fund | — | — | — | $298K | 1.9% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $295K | 1.9% | |
| Vanguard Sm Cap Gr Val Adm Mutual Fund | — | — | — | $285K | 1.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $257K | 1.6% | |
| Vanguard Itl Growth Adm Mutual Fund | — | — | — | $248K | 1.6% | |
| Vanguard Infl-Prot Sec Adm Mutual Fund | — | — | — | $167K | 1.1% | |
| Vanguard Mdcap Val Idx Adm Mutual Fund | — | — | — | $136K | 0.9% | |
| Participant Loans to 10.50% - | — | — | — | $118K | 0.7% | |
| PRIN SMCAP S&P 600 NDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $76K | 0.5% | |
| Vanguard Emg Mk Stk Idx Adm Mutual Fund | — | — | — | $64K | 0.4% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $59K | 0.4% | |
| Vanguard Hi-Yld Corp Adm Mutual Fund | — | — | — | $52K | 0.3% | |
| Vanguard International Value Inv Fund Mutual Fund | — | — | — | $31K | 0.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $16K | <0.1% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $5K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $3K | <0.1% |