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Original filing (PDF)20251006124343NAL0003424369001
DEVTECH SYSTEMS, INC.
Form 5500
FILING_RECEIVED
DEVTECH SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
121
Accounts w/ balance
126
Plan assets (EOY)
$12.8M
Net assets (EOY)
$12.8M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "JPMorgan SmartRetirement Income R2 Variable Annuities" is 28% of plan.
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEVTECH SYSTEMS, INC..
Plan sponsor
Name
DEVTECH SYSTEMS, INC.
EIN
52-1359315
Address
PERSONAL AND CONFIDENTIAL · 1700 N MOORE ST STE 1720 · ARLINGTON, VA · 222091913
Phone
(703) 312-6038
Industry
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
2025-10-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
BDG- CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC DB | — | WALTHAM, MA | INVESTMENT ADVISOR | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
28 direct securities · 1 pooled fund· $25.2M(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
$12.8M
28 holdings
Pooled Separate Account
$12.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $12.4M | 97.3% | |
| JPMorgan SmartRetirement Income R2 Variable Annuities | — | — | — | $3.6M | 28.5% | |
| BlackRock S&P 500 Index V.I.III Variable Annuities | — | — | — | $2.7M | 21.0% | |
| Franklin Growth R Variable Annuities | — | — | — | $1.2M | 9.8% | |
| JPMorgan SmartRetirement 2055 R2 Variable Annuities | — | — | — | $881K | 6.9% | |
| JPMorgan SmartRetirement 2045 R2 Variable Annuities | — | — | — | $715K | 5.6% | |
| Hartford International Opportunities R3 Variable Annuities ** 16 | — | — | — | $457K | 3.6% | |
| Invesco Equity and Income R Variable Annuities | — | — | — | $365K | 2.9% | |
| General Account Fixed Annuities ** 7 | — | — | — | $344K | 2.7% | |
| JPMorgan SmartRetirement 2035 R2 Variable Annuities | — | — | — | $313K | 2.4% | |
| JPMorgan SmartRetirement 2050 R2 Variable Annuities | — | — | — | $283K | 2.2% | |
| JPMorgan SmartRetirement 2040 R2 Variable Annuities | — | — | — | $237K | 1.9% | |
| Invesco Comstock R Variable Annuities | — | — | — | $193K | 1.5% | |
| MFS Government Securities R2 Variable Annuities | — | — | — | $179K | 1.4% | |
| Hartford Global Impact R3 Variable Annuities | — | — | — | $162K | 1.3% | |
| Invesco Small Cap Growth R Variable Annuities | — | — | — | $152K | 1.2% | |
| Franklin Moderate Allocation R Variable Annuities | — | — | — | $150K | 1.2% | |
| Virtus Ceredex Small-Cap Value Equity A Variable Annuities | — | — | — | $128K | 1.0% | |
| PGIM Jennison Mid-Cap Growth R Variable Annuities ** 8 - 15 | — | — | — | $127K | 1.0% | |
| Pimco Total Return R Variable Annuities | — | — | — | $123K | 1.0% | |
| JPMorgan SmartRetirement 2025 R2 Variable Annuities | — | — | — | $76K | 0.6% | |
| Invesco Real Estate R Variable Annuities | — | — | — | $76K | 0.6% | |
| MassMutual High Yield R3 Variable Annuities | — | — | — | $74K | 0.6% | |
| Virtus Ceredex Mid-Cap Value Equity A Variable Annuities | — | — | — | $54K | 0.4% | |
| Pimco Real Return R Variable Annuities | — | — | — | $37K | 0.3% | |
| Franklin Growth Allocation R Variable Annuities | — | — | — | $34K | 0.3% | |
| Victory Sycamore Small Company Opportunity R Variable Annuities | — | — | — | $18K | 0.1% | |
| Pimco Income R Variable Annuities | — | — | — | $9K | <0.1% | |
| Franklin Conservative Allocation R Variable Annuities | — | — | — | $7K | <0.1% |