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Original filing (PDF)20251009083908NAL0003748067001
DGS-ACQUISITIONS LLC
Form 5500
FILING_RECEIVED
DGS-ACQUISITIONS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
122
Accounts w/ balance
163
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
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)
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 (10 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DGS-ACQUISITIONS LLC.
Plan sponsor
Name
DGS-ACQUISITIONS LLC
EIN
47-3109649
Address
5000 KANSAS AVENUE · KANSAS CITY, KS · 66106
Phone
(913) 288-1624
Industry
Wholesale Tradesee 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
2025-10-09
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)
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY & MCMULLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $4K | — |
Investments
24 direct securities · 1 pooled fund· $3.6M(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
$3.6M
24 holdings
Common Collective Trust
$4K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Retirement Mututal Fund | — | — | — | $562K | 16.0% | |
| AMERICAN BEACON SMALL CP VL R5 MUTUAL FUNDS 911 AMERICAN FUNDS 2010 TARGET R6 MUTUAL FUNDS | — | — | $514K | $558K | 15.8% | |
| American Funds 2040 Target Retirement Mututal Fund | — | — | — | $533K | 15.1% | |
| American Funds 2025 Target Retirement Mututal Fund | — | — | — | $401K | 11.4% | |
| American Funds 2030 Target Retirement Mututal Fund | — | — | — | $375K | 10.7% | |
| American Funds 2050 Target Retirement Mututal Fund | — | — | — | $364K | 10.3% | |
| American Funds 2045 Target Retirement Mututal Fund | — | — | — | $319K | 9.0% | |
| American Funds 2020 Target Retirement Mututal Fund | — | — | — | $103K | 2.9% | |
| American Funds 2055 Target Retirement Mututal Fund | — | — | — | $100K | 2.8% | |
| American Funds 2060 Target Retirement Mututal Fund | — | — | — | $63K | 1.8% | |
| Notes receivable from participants Various participants, interest rates range from 4.25% to 9.50% | — | — | — | $35K | 1.0% | |
| LOAN FUND LOANS | — | — | $35K | $35K | 1.0% | |
| Northern Trust Emerging Markets Equity Index Mututal Fund 457 Vanguard Institutional Index Fund Mututal Fund | — | — | — | $25K | 0.7% | |
| American Beacon Small Cap Value Mututal Fund 911 American Funds New Perspective Mututal Fund | — | — | — | $20K | 0.6% | |
| American Funds 2015 Target Retirement Mututal Fund | — | — | — | $17K | 0.5% | |
| American Funds Washington Mutual Mututal Fund | — | — | — | $17K | 0.5% | |
| BlackRock Inflation Protected Bond Mututal Fund 596 Calvert Equity Fund Mututal Fund 512 Carillon Eagle Mid Cap Growth Mututal Fund 522 Columbia Mid Cap Index Fund Mututal Fund | — | — | — | $6K | 0.2% | |
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $4K | 0.1% | |
| MetWest Total Return Bond Mututal Fund | — | — | — | $4K | 0.1% | |
| DODGE & COX INTRNL STOCK FD I MUTUAL FUNDS 600 METROPOLITAN WEST TOTAL RTN P MUTUAL FUNDS | — | — | $5K | $4K | 0.1% | |
| Neuberger Berman Genesis Fund Mututal Fund | — | — | — | $4K | 0.1% | |
| Columbia Small Cap Index Fund Mututal Fund | — | — | — | $4K | 0.1% | |
| BLF FEDFUND MONEY MARKET | — | — | $3K | $3K | <0.1% | |
| Vanguard REIT Index Fund Mututal Fund 383 Vanguard Total Bond Market Index Mututal Fund | — | — | $2K | $2K | <0.1% | |
| Allspring Special Mid Cap Value Mututal Fund | — | — | — | $1K | <0.1% |
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