Back to filter
Original filing (PDF)20250905085552NAL0016967985001
DESHAZO, LLC
Form 5500
FILING_RECEIVED
DESHAZO 401(K) PLAN
401(k) retirement plan
Active participants
630
Accounts w/ balance
741
Plan assets (EOY)
$29.5M
Net assets (EOY)
$29.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
29 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 DESHAZO, LLC.
Plan sponsor
Name
DESHAZO, LLC
EIN
63-1169999
Address
200 KILSBY CIRCLE · BESSEMER, AL · 35022
Phone
(205) 664-2006
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
2025-09-05
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BMSS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $56K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $34K | — |
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT ADVISOR | $7K | — |
Investments
28 direct securities · 3 pooled funds· $30.1M(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.
Uncategorized
$27.0M
28 holdings
Common Collective Trust
$3.1M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund a | — | — | — | $3.5M | 12.0% | |
| Fidelity Freedom Index 2040 Fund Premier Class a | — | — | — | $3.0M | 10.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.6M | 8.7% | |
| Fidelity Freedom Index 2035 Fund Premier Class a | — | — | — | $2.3M | 7.8% | |
| Fidelity Government Money Market Fund a | — | — | — | $2.2M | 7.5% | |
| Fidelity Freedom Index 2050 Fund Premier Class a | — | — | — | $1.8M | 6.2% | |
| Fidelity Freedom Index 2055 Fund Premier Class a | — | — | — | $1.7M | 5.6% | |
| Fidelity Freedom Index 2030 Fund Premier Class a | — | — | — | $1.6M | 5.5% | |
| Fidelity Freedom Index 2060 Fund Premier Class a | — | — | — | $1.6M | 5.3% | |
| J.P. Morgan Large Cap Growth Fund Class R6 a | — | — | — | $1.4M | 4.9% | |
| Fidelity Freedom Index 2045 Fund Premier Class a | — | — | — | $1.2M | 3.9% | |
| Fidelity Freedom Index 2025 Fund Premier Class a | — | — | — | $1.1M | 3.8% | |
| various maturities -0- | — | — | — | $833K | 2.8% | |
| Fidelity Mid Cap Index Fund a | — | — | — | $709K | 2.4% | |
| Fidelity Freedom Index 2020 Fund Premier Class a | — | — | — | $620K | 2.1% | |
| Fidelity Small Cap Index Fund a | — | — | — | $569K | 1.9% | |
| Fidelity Freedom Index 2065 Fund Premier Class a | — | — | — | $532K | 1.8% | |
| Allspring Small Company Growth Fund a | — | — | — | $411K | 1.4% | |
| Janus Henderson Enterprise Fund Class N a | — | — | — | $403K | 1.4% | |
| J.P. Morgan Core Bond Class R6 a | — | — | — | $397K | 1.3% | |
| Putnam Investments Large Cap Value Trust Class IA a | — | — | — | $371K | 1.3% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST CO · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $371K | 1.3% | |
| Allspring Special Mid Cap Value CIT E2 a | — | — | — | $179K | 0.6% | |
| AS SPL MD CAP VAL E2 WELLS FARGO BANK, N.A. · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $179K | 0.6% | |
| Fidelity International Index Fund a | — | — | — | $165K | 0.6% | |
| Allspring Special Small Cap Value Fund a | — | — | — | $93K | 0.3% | |
| Fidelity Freedom Index 2015 Fund Premier Class a | — | — | — | $68K | 0.2% | |
| Fidelity Total Bond K6 Fund a | — | — | — | $64K | 0.2% | |
| MFS International Diversification R6 a | — | — | — | $37K | 0.1% | |
| Fidelity Freedom Index Income Fund Premier Class a | — | — | — | $25K | <0.1% | |
| Cohen & Steers Real Estate Securities Fund Class Z a | — | — | — | $8K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Other Services (ex. Public Admin) plans
PYRAMID SYSTEMS, INC.
PYRAMID SYSTEMS, INC. RETIREMENT PLAN
$29.5M · 177 participants
GREATER AKRON CHAMBER OF COMMERCE
GREATER AKRON CHAMBER OF COMMERCE MULTIPLE EMPLOYER 401(K) PLAN
$29.3M · 1,245 participants
K'OYITL'OTS'INA LTD.
BROOKS RANGE 401(K) PROFIT SHARING PLAN K'OYITL'OTS'INA, LTD.
$29.1M · 508 participants
ALLIANCE INSPECTION MANAGEMENT, LLC
ALLIANCE INSPECTION MANAGEMENT, LLC 401(K) PLAN
$29.1M · 896 participants
FRANCHISE SERVICES, INC
FRANCHISE SERVICES, INC. RETIREMENT SAVINGS PLAN
$28.9M · 52 participants
DELTA DEFENSE, LLC
DELTA DEFENSE, LLC 401(K) PLAN
$28.6M · 626 participants
Large plans in Alabama
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
ENCOMPASS HEALTH CORPORATION
ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN
$1.7B · 26,914 participants
INTERGRAPH CORPORATION
HEXAGON EMPLOYEE RETIREMENT SAVINGS PLAN
$1.7B · 4,613 participants
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN
$1.6B · 5,019 participants
VULCAN MATERIALS COMPANY
VULCAN 401K PLAN
$1.5B · 9,218 participants
MERCEDES-BENZ U.S. INTERNATIONAL, INC.
MERCEDES-BENZ U.S. INTERNATIONAL, INC. RETIREMENT AND SAVINGS PLAN
$1.2B · 6,107 participants