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Original filing (PDF)20250721054404NAL0001046209001
DEVELOPMENT FACILITATORS INC.
Form 5500
FILING_RECEIVED
DEVELOPMENT FACILITATORS INC 401K PLAN
401(k) retirement plan
Signals · 1
~78 bps in Sched C fees
Active participants
97
Accounts w/ balance
140
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 78 bps in Schedule C fees — 51% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEVELOPMENT FACILITATORS INC..
Plan sponsor
Name
DEVELOPMENT FACILITATORS INC.
EIN
52-1119016
Address
1127 BENFIELD BLVD · STE K · MILLERSVILLE, MD · 21108
Phone
(443) 308-2100
Industry
Engineering Services· 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
2025-07-21
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
SKIBBIE CPA INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $17K | — |
Investments
30 direct securities· $3.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $660K | 19.5% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $585K | 17.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $380K | 11.2% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $376K | 11.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $248K | 7.3% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $235K | 7.0% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $223K | 6.6% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $207K | 6.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $157K | 4.7% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $47K | 1.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $39K | 1.1% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $23K | 0.7% | |
| PIM GLOB BD OPP USDHDG - INST | Registered Investment Companies | — | — | $18K | 0.5% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $17K | 0.5% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $15K | 0.4% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $14K | 0.4% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $13K | 0.4% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $12K | 0.4% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $12K | 0.4% | |
| PGIM GLOBAL REAL ESTATE R6 | Registered Investment Companies | — | — | $11K | 0.3% | |
| COLUMBIA SMALL CAP VALUE I I3 | Registered Investment Companies | — | — | $10K | 0.3% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $9K | 0.3% | |
| INVESCO DISCOVERY R6 | Registered Investment Companies | — | — | $9K | 0.3% | |
| AMERFUNDS AMER BALANCED - R6 158 REGISTERED INVESTMENT COMPANY LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $8K | 0.2% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $7K | 0.2% | |
| NYLI WINSLOW LC GROWTH R6 | Registered Investment Companies | — | — | $5K | 0.1% | |
| VANGUARD INTL GRTH ADM 60 REGISTERED INVESTMENT COMPANY AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $1K | <0.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1K | <0.1% |
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