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Original filing (PDF)20251014162621NAL0001646707001
DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
465
Accounts w/ balance
508
Plan assets (EOY)
$20.1M
Net assets (EOY)
$20.1M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly 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 DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC.
Plan sponsor
Name
DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC
EIN
51-0584320
Address
1550 AMERICAN BLVD E · STE 200 · BLOOMINGTON, MN · 554251116
Phone
(612) 243-8620
Industry
Admin Support & Waste Mgmtsee 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
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
BDO USA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT | 82-1434504 | — | INVESTMENT ADVISORY | $23K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $50K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | ACCOUNTANT | $5K | — |
Investments
31 direct securities· $20.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| M utual Funds Vanguard TG Retirement 2045 | — | — | — | $3.7M | 18.4% | |
| Vanguard TG Retirement 2050 | — | — | — | $3.3M | 16.4% | |
| Vanguard TG Retirement 2035 | — | — | — | $2.8M | 13.8% | |
| Vanguard TG Retirement 2040 | — | — | — | $2.0M | 10.1% | |
| Fidelity 500 Index FD | — | — | — | $1.7M | 8.2% | |
| Vanguard TG Retirement 2030 | — | — | — | $1.3M | 6.5% | |
| Vanguard TG Retirement 2055 | — | — | — | $1.2M | 5.8% | |
| Vanguard TG Retirement 2060 | — | — | — | $503K | 2.5% | |
| American Funds American Cent Growth Fund | — | — | — | $421K | 2.1% | |
| Group annuity contract Standard Insurance CompanyStable Asset Fund II | — | — | — | $414K | 2.1% | |
| Dodge and Cox Dodge & Cox Stock Fund | — | — | — | $327K | 1.6% | |
| M FS M fs Total Return Bond R5 | — | — | — | $310K | 1.5% | |
| Participant loans maturing from M ay 2025 to September 2040, with interest rates ranging from 4.25% to 9.50% | — | — | — | $300K | 1.5% | |
| Vanguard TG Retirement 2025 | — | — | — | $290K | 1.4% | |
| Fidelity US Bond Index | — | — | — | $217K | 1.1% | |
| Vanguard TG Retirement 2020 | — | — | — | $206K | 1.0% | |
| American Beacon American Beacon Sm Cap Val | — | — | — | $201K | 1.0% | |
| Vanguard Dvlpd M arkets Index Fd | — | — | — | $136K | 0.7% | |
| Eaton Vance Eaton Vance Atlanta Capital SM ID | — | — | — | $133K | 0.7% | |
| Vanguard Small-Cap Index | — | — | — | $132K | 0.7% | |
| Vanguard Emg M k Stk Idx Adm Fd | — | — | — | $124K | 0.6% | |
| American Funds EuroPacific Growth Fund | — | — | — | $117K | 0.6% | |
| Vanguard M id-Cap Index | — | — | — | $82K | 0.4% | |
| Vanguard TG Retirement 2065 | — | — | — | $81K | 0.4% | |
| Vanguard TG Retirement Income | — | — | — | $72K | 0.4% | |
| Janus Henderson Janus Hndrsn Trition | — | — | — | $64K | 0.3% | |
| Invesco Advisors Invesco Real Estate | — | — | — | $29K | 0.1% | |
| Allspring Global Investments Allspring Spec M Cap Value R6 | — | — | — | $21K | 0.1% | |
| (E) | — | — | — | $21K | 0.1% | |
| Vanguard TG Retirement 2070 | — | — | — | $11K | <0.1% | |
| Goldman Sachs Goldman Sachs Fin Sq Govt | — | — | — | $2K | <0.1% |
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