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Original filing (PDF)20251015123109NAL0002293587001
DEVO TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
DEVO TECHNOLOGY, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
92
Accounts w/ balance
218
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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 (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEVO TECHNOLOGY, INC..
Plan sponsor
Name
DEVO TECHNOLOGY, INC.
EIN
47-4974537
Address
3 CENTER PLAZA, SUITE 302 · BOSTON, MA · 02108
Phone
(563) 940-7193
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KELLY PARTNERS (FRS)ATTEST SVCS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS AND ANNUITY CO | 71-0294708 | — | SERVICE PROVIDER | $5K | — |
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | SERVICE PROVIDER | $0 | — |
Investments
29 direct securities · 1 pooled fund· $20.1M(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.
Uncategorized
$10.1M
29 holdings
Pooled Separate Account
$10.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $10.0M | 99.4% | |
| Voya Retirement Insurance & Annuity Voya Index Solution 2050 P Z a | — | — | — | $1.5M | 14.9% | |
| Voya Retirement Insurance & Annuity Vangrd 500 Index Fund Adm a | — | — | — | $1.4M | 14.1% | |
| Voya Retirement Insurance & Annuity Voya Index Solution 2045 P Z a | — | — | — | $1.3M | 12.6% | |
| Voya Retirement Insurance & Annuity Voya Index Solution 2040 P Z a | — | — | — | $1.1M | 11.2% | |
| Voya Retirement Insurance & Annuity Voya Index Solution 2055 P Z a | — | — | — | $942K | 9.3% | |
| Voya Retirement Insurance & Annuity Voya Index Solution 2060 P Z a | — | — | — | $611K | 6.1% | |
| Voya Retirement Insurance & Annuity Voya Index Solution 2035 P Z a | — | — | — | $603K | 6.0% | |
| Voya Retirement Insurance & Annuity Voya Index Solution 2030 P Z a | — | — | — | $585K | 5.8% | |
| Voya Retirement Insurance & Annuity AB Large Cap Grw Fnd Z a | — | — | — | $282K | 2.8% | |
| Voya Retirement Insurance & Annuity American Funds Nw Prspctv R6 a | — | — | — | $196K | 1.9% | |
| Voya Retirement Insurance & Annuity Vangrd Tot Int Stk In F Adm a | — | — | — | $186K | 1.8% | |
| Voya Retirement Insurance & Annuity Vangrd Mid-Cap Index Fund Adm a | — | — | — | $184K | 1.8% | |
| Voya Retirement Insurance & Annuity BlkRck High Yield Bnd Port K a | — | — | — | $179K | 1.8% | |
| Voya Retirement Insurance & Annuity American Funds Wash Mutual R6 a | — | — | — | $164K | 1.6% | |
| Voya Retirement Insurance & Annuity Voya Index Solution 2065 P Z a | — | — | — | $154K | 1.5% | |
| Voya Retirement Insurance & Annuity Vangrd Small-Cap Index Fnd Adm a | — | — | — | $140K | 1.4% | |
| Voya Retirement Insurance & Annuity DFA Infl-Prot Sec Port Ins a | — | — | — | $80K | 0.8% | |
| Voya Retirement Insurance & Annuity DFA US Targeted Vl Port Ins a | — | — | — | $79K | 0.8% | |
| Voya Retirement Insurance & Annuity Voya Fixed Account (4062) a | — | — | — | $65K | 0.6% | |
| Voya Retirement Insurance & Annuity American Funds EuroPacific R6 a | — | — | — | $51K | 0.5% | |
| Voya Retirement Insurance & Annuity MFS Mid Cap Value Fund R6 a | — | — | — | $46K | 0.5% | |
| Voya Retirement Insurance & Annuity American Funds Am Balanced R6 a | — | — | — | $43K | 0.4% | |
| Voya Retirement Insurance & Annuity Voya Intermediate Bond Fund R6 a | — | — | — | $42K | 0.4% | |
| Voya Retirement Insurance & Annuity Voya Index Solution 2025 P Z a | — | — | — | $41K | 0.4% | |
| Voya Retirement Insurance & Annuity Voya Gv Mny Mkt F A (Hld Acct) a | — | — | — | $30K | 0.3% | |
| Voya Retirement Insurance & Annuity JPMorgan Equity Income Fund R6 a | — | — | — | $27K | 0.3% | |
| Voya Retirement Insurance & Annuity ClrBrg SmCp Grw Fd IS a | — | — | — | $18K | 0.2% | |
| Voya Retirement Insurance & Annuity Voya Mid Cap Opport Port R6 a | — | — | — | $11K | 0.1% | |
| Voya Retirement Insurance & Annuity Voya Index Solution Inc P Z a | — | — | — | $8K | <0.1% |