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Original filing (PDF)20250926095313NAL0009975312001
DIVISIONS, INC.
Form 5500
FILING_RECEIVED
DIVISIONS INC. 401(K) PLAN
401(k) retirement plan
Active participants
892
Accounts w/ balance
706
Plan assets (EOY)
$30.4M
Net assets (EOY)
$30.4M
How this plan invests
This plan
28 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIVISIONS, INC..
Plan sponsor
Name
DIVISIONS, INC.
EIN
61-1346414
Address
50 W 5TH STREET · CINCINNATI, OH · 45202
Phone
(859) 448-9730
Industry
Admin Support & Waste Mgmtsee 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
2025-09-26
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
CLARK, SCHAEFER, HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $61K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC BANK NATIONAL ASSOCIATION | 22-1146430 | — | ADVISOR | $34K | — |
Investments
28 direct securities· $30.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Investor Class | — | — | — | $5.2M | 17.2% | |
| Fidelity Freedom Index 2060 Fund - Investor Class | — | — | — | $3.2M | 10.5% | |
| T. Rowe Price Overseas Stock Funds | — | — | — | $2.1M | 6.8% | |
| DFA U.S. Targeted Value Portfolio Institutional Class | — | — | — | $2.0M | 6.7% | |
| Fidelity Freedom Index 2050 Fund - Investor Class | — | — | — | $1.9M | 6.2% | |
| Fidelity Freedom Index 2055 Fund - Investor Class | — | — | — | $1.9M | 6.2% | |
| Dodge & Cox Stock Fund Class I | — | — | — | $1.7M | 5.7% | |
| Fidelity Small Cap Index Fund | — | — | — | $1.5M | 5.0% | |
| Fidelity Freedom Index 2035 Fund - Investor Class | — | — | — | $1.1M | 3.7% | |
| T. Rowe Price Growth Stock Fund | — | — | — | $1.1M | 3.7% | |
| Fidelity Freedom Index 2045 Fund - Investor Class | — | — | — | $1.1M | 3.5% | |
| Fidelity Freedom Index 2065 Fund - Investor Class | — | — | — | $963K | 3.2% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $835K | 2.7% | |
| Vanuard Short-Term Bond Index Fund Admiral Shares | — | — | — | $803K | 2.6% | |
| DFA Real Estate Securities I | — | — | — | $762K | 2.5% | |
| Fidelity Freedom Index 2030 Fund - Investor Class | — | — | — | $728K | 2.4% | |
| DFA Inflation Protected Securities Port | — | — | — | $622K | 2.0% | |
| American Funds New World Fund Class R6 | — | — | — | $587K | 1.9% | |
| Participant Loans, various maturities through 2031 (4.25% - 9.50%) - $ | — | — | — | $538K | 1.8% | |
| Fidelity Freedom Index 2040 Fund - Investor Class | — | — | — | $515K | 1.7% | |
| Fidelity Mid Cap Index Fund | — | — | — | $418K | 1.4% | |
| Fidelity International Index Fund | — | — | — | $377K | 1.2% | |
| Fidelity Freedom Index 2025 Fund - Investor Class | — | — | — | $139K | 0.5% | |
| Fidelity Low-Priced Stock Fund | — | — | — | $111K | 0.4% | |
| American Funds U.S. Government Money Market Fund R6 | — | — | — | $85K | 0.3% | |
| Invesco Discovery Mid Cap Growth R6 | — | — | — | $35K | 0.1% | |
| Franklin Small Cap Growth Fund Class R6 | — | — | — | $32K | 0.1% | |
| Fidelity Freedom Index Income Fund - Investor Class | — | — | — | $22K | <0.1% |
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