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Original filing (PDF)20250805050902NAL0005044098001
DGN TECHNOLOGIES INC
Form 5500
FILING_RECEIVED
DGN TECHNOLOGIES INC 401K PLAN
401(k) retirement plan
Active participants
178
Accounts w/ balance
120
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
7 pooled trusts
Schedule D
19 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
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DGN TECHNOLOGIES INC.
Plan sponsor
Name
DGN TECHNOLOGIES INC
EIN
57-1161313
Address
46500 FREMONT BLVD · SUITE 708 · FREMONT, CA · 94538
Phone
(424) 999-2331
Industry
Custom Computer Programming· 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
2025-08-05
Pension benefit codes
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
ALAN C. YOUNG & ASSOCIATES P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
12 direct securities · 7 pooled funds· $6.5M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$3.5M
7 holdings
Registered Investment Companies
$3.0M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $971K | 14.6% | |
| STATE ST CONS STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 384 | Common Collective Trust | — | — | $911K | 13.7% | |
| FIDELITY ADV EQUITY GROWTH - M | Registered Investment Companies | — | — | $660K | 9.9% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $492K | 7.4% | |
| VIRTUS NFJ SC VALUE A | Registered Investment Companies | — | — | $419K | 6.3% | |
| STATE ST AGG STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 386 | Common Collective Trust | — | — | $374K | 5.6% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $355K | 5.3% | |
| TEMPLETON GROWTH - R | Registered Investment Companies | — | — | $354K | 5.3% | |
| ALGER MID CAP GROWTH INSTL - I | Registered Investment Companies | — | — | $322K | 4.8% | |
| INVESCO DISCOVERY LARGE CAP A | Registered Investment Companies | — | — | $236K | 3.5% | |
| FRANKLIN RISING DIVIDENDS - A | Registered Investment Companies | — | — | $216K | 3.2% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $199K | 3.0% | |
| STATE ST MOD STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 385 | Common Collective Trust | — | — | $194K | 2.9% | |
| JANUS H OVERSEAS FUND - S | Registered Investment Companies | — | — | $174K | 2.6% | |
| DWS GLOBAL HIGH INCOME S | Registered Investment Companies | — | — | $167K | 2.5% | |
| AB RELATIVE VALUE FUND A | Registered Investment Companies | — | — | $157K | 2.4% | |
| ALGER SMALL CAP GROWTH INSTL-I | Registered Investment Companies | — | — | $144K | 2.2% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $108K | 1.6% | |
| DWS CROCI US A | Registered Investment Companies | — | — | $87K | 1.3% |
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