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Original filing (PDF)20251010144458NAL0007893169001
DECISIONHR, INC.
Form 5500
FILING_RECEIVED
DECISIONHR RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
50% in single holdingNo recordkeeper disclosed
Active participants
13,042
Accounts w/ balance
2,684
Plan assets (EOY)
$66.9M
Net assets (EOY)
$66.9M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
79
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "participants dates through August 2032 b Total" is 50% of plan.
- 72 bps in Schedule C fees — 351% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Only 21% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DECISIONHR, INC..
Plan sponsor
Name
DECISIONHR, INC.
EIN
59-3405686
Address
PO BOX 33024 · ST. PETERSBURG, FL · 33733
Phone
(727) 456-5006
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2V · PEO multiple-employer plan
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $365K | — |
| BKS FINANCIAL INVESTMENTS LLC | 84-1921272 | — | NONE | $73K | — |
| DECISIONHR, INC. | 59-3405686 | — | NONE | $26K | — |
| CBIZ CPAS P.C. | 43-1947695 | — | NONE | $13K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $7K | — |
Investments
33 direct securities· $133.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| participants dates through August 2032 b Total | — | — | — | $66.5M | 99.4% | |
| Fidelity 500 Index Fund | — | — | — | $11.8M | 17.6% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $7.1M | 10.6% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $5.9M | 8.9% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $5.0M | 7.5% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $4.9M | 7.3% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $4.3M | 6.4% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $3.1M | 4.6% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $2.9M | 4.4% | |
| MFS Growth Fund CL R6 | — | — | — | $2.2M | 3.3% | |
| JP Morgan JPMorgan Mid Cap Growth Fund R6 | — | — | — | $1.9M | 2.9% | |
| Vanguard Inflation Protection SEC Admiral | — | — | — | $1.8M | 2.7% | |
| American Funds American Funds American Bal FD R6 | — | — | — | $1.4M | 2.2% | |
| Metropolitan West Metropolitan West Total Return Bond Plan | — | — | — | $1.4M | 2.1% | |
| Schwab Bank Savings | — | — | — | $1.4M | 2.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $1.4M | 2.1% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $1.0M | 1.6% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $1000K | 1.5% | |
| Notes receivable from Interest rate of 4.25% to 9.50%, maturity $-- | — | — | — | $905K | 1.4% | |
| Vanguard Total International Stock Index | — | — | — | $894K | 1.3% | |
| Admiral American Funds American Funds Europacific Growth R6 | — | — | — | $869K | 1.3% | |
| MFS Value Fund CL R6 | — | — | — | $856K | 1.3% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $790K | 1.2% | |
| Vanguard Mid Cap Index Fund Admiral | — | — | — | $774K | 1.2% | |
| Vanguard Small Cap Index | — | — | — | $641K | 1.0% | |
| Clearbridge Small Cap Growth IS | — | — | — | $499K | 0.7% | |
| Principal High Yield R6 | — | — | — | $488K | 0.7% | |
| American Funds American Funds Capital World Bond R6 | — | — | — | $387K | 0.6% | |
| DFA US Targeted Value Port Instl | — | — | — | $228K | 0.3% | |
| Schwab Self-Directed Invesments | — | — | — | $213K | 0.3% | |
| American Beacon American Beacon Shapiro SMID Cap R6 | — | — | — | $184K | 0.3% | |
| Vanguard Selected Value Fund Investor | — | — | — | $71K | 0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $42K | <0.1% |
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