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Original filing (PDF)20251007061215NAL0007405424001
DALY COMPUTERS, INC.
Form 5500
FILING_RECEIVED
DALY COMPUTERS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
155
Accounts w/ balance
133
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
1 pooled trust
Schedule D
38 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 (27 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DALY COMPUTERS, INC..
Plan sponsor
Name
DALY COMPUTERS, INC.
EIN
52-1541086
Address
5300 SPECTRUM DRIVE · FREDERICK, MD · 21703
Phone
(301) 670-0381
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
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BENEFIT AUDIT GROUP, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $8K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NPPG | 22-3349752 | — | PLAN ADMINISTRATOR | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT AUDIT GROUP | 21-9987163 | — | OTHER SERVICES | $4K | — |
Investments
37 direct securities · 1 pooled fund· $5.5M(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
$5.4M
37 holdings
Common Collective Trust
$67K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Investments Registered Investment Companies * Fidelity Advisor Freedom 2030 | — | — | — | $783K | 14.4% | |
| Fidelity Advisor Freedom 2025 | — | — | — | $641K | 11.8% | |
| Fidelity Advisor Freedom 2035 | — | — | — | $539K | 9.9% | |
| Fidelity Advisor Freedom 2050 | — | — | — | $441K | 8.1% | |
| Fidelity Advisor Freedom 2055 | — | — | — | $360K | 6.6% | |
| Fidelity Advisor Freedom 2045 | — | — | — | $308K | 5.6% | |
| Invesco S&P 500 Index | — | — | — | $226K | 4.1% | |
| JPMorgan U.S. Equity | — | — | — | $198K | 3.6% | |
| Fidelity Advisor Freedom 2040 | — | — | — | $196K | 3.6% | |
| Fidelity Advisor Freedom 2020 | — | — | — | $178K | 3.3% | |
| Lord Abbett Floating Rate | — | — | — | $167K | 3.1% | |
| Fidelity Advisor Freedom 2015 | — | — | — | $157K | 2.9% | |
| Fidelity Advisor Freedom 2065 | — | — | — | $112K | 2.1% | |
| Goldman Sachs Inflation Protected Securities | — | — | — | $111K | 2.0% | |
| John Hancock Disciplined Value | — | — | — | $94K | 1.7% | |
| Fidelity Advisor Freedom 2060 | — | — | — | $93K | 1.7% | |
| Notes Receivable from Participants Interest rates ranging from 4.25% - 9.50% -0- | — | — | — | $91K | 1.7% | |
| Fidelity Advisor Freedom 2010 | — | — | — | $81K | 1.5% | |
| Various funds under $9,000 | — | — | $9K | $80K | 1.5% | |
| Lord Abbett High Yield | — | — | — | $76K | 1.4% | |
| John Hancock Emerging Markets Debt | — | — | — | $73K | 1.3% | |
| BlackRock High Yield Portfolio | — | — | — | $72K | 1.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 000 | Common Collective Trust | — | — | $67K | 1.2% | |
| Fidelity Advisor Freedom Income | — | — | — | $46K | 0.8% | |
| John Hancock Multimanager Lifestyle Conservative | — | — | — | $37K | 0.7% | |
| Davis Financial | — | — | — | $34K | 0.6% | |
| Royce Small-Cap Opportunity | — | — | — | $28K | 0.5% | |
| MassMutual Mid Cap Growth | — | — | — | $22K | 0.4% | |
| Invesco Developing Markets | — | — | — | $19K | 0.4% | |
| American Funds EUPAC | — | — | — | $18K | 0.3% | |
| American Century Heritage | — | — | — | $16K | 0.3% | |
| Invesco Small Cap Equity | — | — | — | $15K | 0.3% | |
| Macquarie Small Cap Growth | — | — | — | $14K | 0.3% | |
| Fidelity Advisor Focused Emerging Markets | — | — | — | $13K | 0.2% | |
| BlackRock Natural Resources Trust | — | — | — | $13K | 0.2% | |
| Cohen & Steers Future of Energy Fund, Inc. | — | — | — | $12K | 0.2% | |
| American Funds American Balanced | — | — | — | $11K | 0.2% | |
| Templeton World | — | — | — | $10K | 0.2% |
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