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Original filing (PDF)20251015172135NAL0007035360001
DIXIE LANDSCAPE
Form 5500
FILING_RECEIVED
DIXIE LANDSCAPE 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
43% in single holding
Active participants
331
Accounts w/ balance
122
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
8 pooled trusts
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
78
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "Fisher Asset Management, LLC Fisher Investments All World Equity Collective Fund cl 4" is 43% of plan.
- Only 37% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (26 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIXIE LANDSCAPE.
Plan sponsor
Name
DIXIE LANDSCAPE
EIN
59-2305363
Address
PO BOX 160328 · MIAMI, FL · 331160328
Phone
(305) 884-5700
Industry
Other Services (ex. Public Admin)see 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
2025-10-15
Pension benefit codes
2J · 401(k) feature
2E · Profit-sharing
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KSDT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS | — | SANTA BARBARA, OH | RECORDKEEPER | $21K | — |
| NATIONAL BENEFIT SERVICES, LLC | 20-3886993 | — | RECORDKEEPER | $4K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Investments
10 direct securities · 8 pooled funds· $9.9M(100% 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
$9.0M
8 holdings
Uncategorized
$939K
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FISHER INV ALL WORLD EQ CLV FD SEI TRUST COMPANY · EIN 45-5393186 / PN 058 | Common Collective Trust | — | — | $4.3M | 43.2% | |
| FISHER INV U.S. FIXED INC. CLV FD SEI TRUST COMPANY · EIN 45-5393186 / PN 058 | Common Collective Trust | — | — | $3.6M | 36.8% | |
| GREAT GRAY TRUST AMERICAN FDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $519K | 5.2% | |
| Nationwide Fixed Select Nationwide Fixed Select | — | — | — | $365K | 3.7% | |
| GREAT GRAY TRUST AMERICAN FDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $332K | 3.3% | |
| Notes receivable from participants December 2029 $ - | — | — | — | $236K | 2.4% | |
| GREAT GRAY TRUST AMERICAN FDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $184K | 1.9% | |
| Great Gray Trust Company, LLC Great Gray Trust American Funds 2060 i | — | — | — | $97K | 1.0% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $88K | 0.9% | |
| Great Gray Trust Company, LLC Great Gray Trust American Funds 2065 i | — | — | — | $53K | 0.5% | |
| J.P. Morgan Investment Management, Inc. JPMorgan Large Cap Growth r6 | — | — | — | $48K | 0.5% | |
| BNY Mellon Investment Management BNY Mellon Natural Resources y | — | — | — | $36K | 0.4% | |
| Fidelity Investments Fidelity Total Market Index | — | — | — | $11K | 0.1% | |
| J.P. Morgan Investment Management, Inc. JPMorgan US Research Enhanced Equity R6 | — | — | — | $5K | <0.1% | |
| GREAT GRAY TRUST AMERICA FDS 2040 GREAT GRAY · EIN 38-4126264 / PN 068 | Common Collective Trust | — | — | $3K | <0.1% | |
| PUTMAN STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2K | <0.1% | |
| GREAT GRAY TRUST AMERICAN FD 2030 GREAT GRAY · EIN 38-4126262 / PN 056 | Common Collective Trust | — | — | $2K | <0.1% | |
| BNY Mellon Investment Management Dreyfus Government Cash Management Fund – Institutional | — | — | — | $1K | <0.1% |
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