Original filing (PDF)20251015143919NAL0002468563001

DEEL, INC.

Name: DEEL, INC. — DEEL 401(K) PLAN, Form 5500 (2024)
Creator: DEEL, INC.

Form 5500

FILING_RECEIVED

DEEL 401(K) PLAN

401(k) retirement plan

Active participants

3,489

Accounts w/ balance

2,838

Plan assets (EOY)

$51.5M

Net assets (EOY)

$51.5M

How this plan invests

This plan

31 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 DEEL, INC..

Plan sponsor

Name

DEEL, INC.

EIN

61-1852855

Address

548 MARKET ST · STE 67543 · SAN FRANCISCO, CA · 94104

Phone

(605) 906-4220

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

2025-10-15

Pension benefit codes

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)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$72K	—

Investments

31 direct securities· $51.4M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Freedom Index 2055 IPR	—	—	—	$8.6M	16.7%
Fidelity Freedom Index 2050 IPR	—	—	—	$7.8M	15.2%
Fidelity Freedom Index 2060 IPR	—	—	—	$7.2M	14.1%
Fidelity 500 Index Fund	—	—	—	$7.2M	14.0%
Fidelity Freedom Index 2045 IPR	—	—	—	$4.4M	8.6%
Fidelity Freedom Index 2040 IPR	—	—	—	$3.8M	7.3%
Fidelity Freedom Index 2035 IPR	—	—	—	$2.8M	5.4%
Fidelity Freedom Index 2065 IPR	—	—	—	$1.6M	3.1%
Fidelity Freedom Index 2030 IPR	—	—	—	$1.3M	2.6%
Fidelity U.S Sustainability Index	—	—	—	$1.3M	2.4%
Fidelity Total Market Index Fund	—	—	—	$1.2M	2.4%
Massachusetts Investors Growth Stock R6 Fund	—	—	—	$489K	1.0%
Similar Party Collateral, Par, or Maturity Value Cost** Value Dimensional Fund Advisors U.S. Small Cap I	—	—	—	$439K	0.9%
Fidelity Freedom Index 2025 IPR	—	—	—	$404K	0.8%
Dodge & Cox Stock Fund Class X	—	—	—	$394K	0.8%
Participant Loans Interest Rates Ranging from 7.5% to 8.5%, -	—	—	—	$388K	0.8%
Gabelli U.S Treasury Money Market Fund	—	—	—	$370K	0.7%
Fidelity International Index Fund	—	—	—	$332K	0.6%
Fidelity Extended Market Index Fund	—	—	—	$310K	0.6%
Brokeragelink Self-Directed Brokerage Account - see attached	—	—	—	$255K	0.5%
Fidelity U.S. Bond Index Fund	—	—	—	$195K	0.4%
Fidelity Freedom Index 2020 IPR	—	—	—	$153K	0.3%
Dodge & Cox Income Fund Class X	—	—	—	$143K	0.3%
Fidelity Total International Index	—	—	—	$118K	0.2%
Fidelity Emerging Markets Index Fund	—	—	—	$112K	0.2%
Fidelity Sustainability Bond Index	—	—	—	$69K	0.1%
T.Rowe Price Overseas Stock Fund I Class	—	—	—	$27K	<0.1%
Fidelity Freedom Index 2010 IPR	—	—	—	$9K	<0.1%
Fidelity Freedom Index Income Fund	—	—	—	$7K	<0.1%
Fidelity Freedom Index 2070 IPR	—	—	—	$2K	<0.1%
Fidelity Freedom Index 2015 IPR	—	—	—	$2K	<0.1%