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Original filing (PDF)20250917200343NAL0000940624001
DAYFORCE US, INC.
Form 5500
FILING_RECEIVED
DAYFORCE SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,359
Accounts w/ balance
3,398
Plan assets (EOY)
$633.5M
Net assets (EOY)
$633.5M
How this plan invests
This plan
18 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAYFORCE US, INC..
Plan sponsor
Name
DAYFORCE US, INC.
EIN
59-3228107
Address
3311 EAST OLD SHAKOPEE ROAD · MINNEAPOLIS, MN · 55425
Phone
(678) 495-7853
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $164K | — |
| MERCER | — | DALLAS, TX | NONE | $75K | — |
| MORNINGSTAR | — | CHICAGO, IL | NONE | $22K | — |
Investments
10 direct securities · 18 pooled funds· $632.9M(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
$361.8M
18 holdings
Uncategorized
$271.1M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LEGAL & GENERAL S&P 500 DC A RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 005 | Common Collective Trust | — | — | $81.2M | 12.8% | |
| T. Rowe Price New Horizons Fund | — | — | — | $68.5M | 10.8% | |
| T. Rowe Price Large-Cap Growth Fund | — | — | — | $59.9M | 9.5% | |
| Oakmark International | — | — | — | $49.7M | 7.8% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $46.9M | 7.4% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $38.5M | 6.1% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $35.0M | 5.5% | |
| T. Rowe Price Small Cap Value Fund | — | — | — | $33.3M | 5.3% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $31.9M | 5.0% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $27.3M | 4.3% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $25.1M | 4.0% | |
| Dodge & Cox Income Fund | — | — | — | $23.9M | 3.8% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $18.2M | 2.9% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $17.1M | 2.7% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $15.8M | 2.5% | |
| T. Rowe Price International Discovery Fund | — | — | — | $14.1M | 2.2% | |
| Vanguard Total Bond Market Index | — | — | — | $9.4M | 1.5% | |
| Neuberger Berman International Equity Fund | — | — | — | $8.2M | 1.3% | |
| LEGAL & GENERAL MSCI EAFE DC A RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 001 | Common Collective Trust | — | — | $7.5M | 1.2% | |
| LEGAL&GNRL RUSSELL 2000 COLL A RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 007 | Common Collective Trust | — | — | $4.3M | 0.7% | |
| Participants Participant Loans Rates from 3.25% to 8.50% - | — | — | — | $3.9M | 0.6% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $3.8M | 0.6% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.4% | |
| TRP RETIREMENT BALANCED TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.2% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $884K | 0.1% | |
| Vanguard Federal Money Market Fund | — | — | — | $181K | <0.1% |