How big is Difference Principle, Inc.'s plan?

Difference Principle, Inc.'s plan reported $2.6M in assets and 268 participants for 2024.

Original filing (PDF)20250723095915NAL0008220882001

Difference Principle, Inc.

Name: Difference Principle, Inc. — Difference Principle, Form 5500 (2024)
Creator: Difference Principle, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Difference Principle, Inc. Employee Retirement Plan

401(k) retirement plan · Difference Principle, Inc.'s Difference Principle, Inc. Employee Retirement Plan held $2.6M in plan assets for 268 participants in 2024, with OneAmerica as recordkeeper.

Signals · 1

34% in single holding

Active participants

268

Accounts w/ balance

114

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

John Ansay signed Difference Principle, Inc.'s 2024 Form 5500 as plan administrator.

John Ansay — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Difference Principle, Inc.'s EIN is 46-2088738.

EIN 46-2088738

Plan number 001

Plan year 2024

ACK ID 20250723095915NAL0008220882001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Difference Principle, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Difference Principle, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Plan sponsor

Name

DIFFERENCE PRINCIPLE, INC.

EIN

all filings

Address

205 W HIGHLAND AVENUE SUITE 509 · MILWAUKEE, WI · 53203

Phone

(414) 908-0285

Industry

Health Care & Social Assistance

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

2025-07-23

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$992	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
EDWARD D JONES AND CO	43-0345811	—	NONE	$0	—

Investments

34 direct securities · 1 pooled fund· $3.7M(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.

Pooled Separate Account

$1.5M

1 holding

Pooled Separate Accounts

$1.5M

33 holdings

Stable Value

$766K

1 holding

					% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$1.5M	58.3%
AUL Stable Value Account Insurance Company General Account	Stable Value	—	—	$766K	30.0%
T Rowe Price All Cap Opps I Pooled Separate Account	Pooled Separate Accounts	—	—	$221K	8.7%
Retirementtrack Agg 2045 R1 Pooled Separate Account	Pooled Separate Accounts	—	—	$185K	7.2%
Jan Jen Enterprise N Pooled Separate Account	Pooled Separate Accounts	—	—	$174K	6.8%
PIMCO Stckplus Intlusdhdg Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$93K	3.6%
DFA U S Large Cap Growth I Pooled Separate Account	Pooled Separate Accounts	—	—	$74K	2.9%
Amer Fds US Gov Sec R6 Pooled Separate Account ** 291 * Vanguard Dividend Growth Inv Pooled Separate Account	Pooled Separate Accounts	—	—	$72K	2.8%
Amer Fds American High-Inc R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$71K	2.8%
Thornburg Strategic Income R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$57K	2.2%
DFA U S Small Cap Growth I Pooled Separate Account	Pooled Separate Accounts	—	—	$49K	1.9%
Retirementtrack Agg 2055 R1 Pooled Separate Account	Pooled Separate Accounts	—	—	$49K	1.9%
Retirementtrack Agg 2035 R1 Pooled Separate Account	Pooled Separate Accounts	—	—	$44K	1.7%
Vanguard Strategic Equity Inv Pooled Separate Account	Pooled Separate Accounts	—	—	$39K	1.5%
Retirementtrack Mod 2055 R1 Pooled Separate Account	Pooled Separate Accounts	—	—	$36K	1.4%
MFS Intl Growth R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$36K	1.4%
Goldman Sachs Money Mkt Gvt R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$28K	1.1%
Retirementtrack Agg Ret R1 Pooled Separate Account	Pooled Separate Accounts	—	—	$25K	1.0%
Retirementtrack Agg 2065 R1 Pooled Separate Account	Pooled Separate Accounts	—	—	$24K	1.0%
Retirementtrack Mod 2045 R1 Pooled Separate Account	Pooled Separate Accounts	—	—	$22K	0.9%
Franklin Mutual Global Disc R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$20K	0.8%
MFS Total Return R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$20K	0.8%
Amer Fds Income Fund of Amer R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$19K	0.7%
DFA US Targeted Val I Pooled Separate Account	Pooled Separate Accounts	—	—	$16K	0.6%
Blackrock Strat Inc Opps K Pooled Separate Account	Pooled Separate Accounts	—	—	$15K	0.6%
Amer Fds Capital Income Bldr R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$15K	0.6%
JP Morgan Large Cap Value R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$14K	0.6%
DFA US Micro Cap I Pooled Separate Account ** 484 * Virtus Seix Fltg Rate Hiinc R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$11K	0.4%
Amer Fds Inflation Linked Bd R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$11K	0.4%
Amer Cent Midcap Val R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	0.2%
Baird Short-Term Bond Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	0.2%
PIMCO Glbl Bd Opp Usd-Hdg Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	0.2%
Jan Hen Global Equity Income N Pooled Separate Account	Pooled Separate Accounts	—	—	$4K	0.2%
Retirementtrack Cons 2065 R1 Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%
Vanguard Commodity Strat Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$1K	<0.1%