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Original filing (PDF)20250630160122NAL0016675648001
DEANGELIS DIAMOND CONSTRUCTION, LLC
Form 5500
FILING_RECEIVED
DEANGELIS DIAMOND CONSTRUCTION, LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
256
Accounts w/ balance
333
Plan assets (EOY)
$25.4M
Net assets (EOY)
$25.4M
How this plan invests
This plan
3 pooled trusts
Schedule D
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEANGELIS DIAMOND CONSTRUCTION, LLC.
Plan sponsor
Name
DEANGELIS DIAMOND CONSTRUCTION, LLC
EIN
65-0634426
Address
6635 WILLOW PARK DRIVE · NAPLES, FL · 34109
Phone
(239) 594-1994
Industry
Constructionsee 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
2025-06-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
WALTERS & ASSOCIATES, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO | — | GREENWOOD VILL, CO | RECORDKEEPER | $51K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | ST PETERSBURG, NE | INVESTMENT ADVISOR | $29K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLORIDA RETIREMENT CONS | — | LAND O LAKES, FL | CONTRACT ADMIN | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GRP LLC | — | GREENWOOD VILLAGE, CO | INVEST MGMT | $15K | — |
Investments
48 direct securities · 3 pooled funds· $23.0M(91% 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
$22.0M
48 holdings
Common Collective Trust
$1.0M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab SDB Securities Roth Self-directed brokerage accounts | — | — | — | $2.7M | 10.6% | |
| Vanguard Target Retirement 2055 Inv Mutual fund | — | — | — | $1.7M | 6.8% | |
| Vanguard Target Retirement 2035 Inv Mutual fund | — | — | — | $1.5M | 5.8% | |
| Vanguard Target Retirement 2045 Inv Mutual fund | — | — | — | $1.3M | 5.3% | |
| Schwab SDB Securities Self-directed brokerage accounts | — | — | — | $1.3M | 5.2% | |
| Vanguard Target Retirement 2040 Inv Mutual fund | — | — | — | $1.2M | 4.7% | |
| Vanguard Total World Stock Index Admiral Mutual fund | — | — | — | $1.2M | 4.6% | |
| Fidelity Total Market Index Mutual fund | — | — | — | $957K | 3.8% | |
| Vanguard Growth Index Adm Mutual fund | — | — | — | $890K | 3.5% | |
| Vanguard Lifestrategy Growth Inv Mutual fund | — | — | — | $599K | 2.4% | |
| Vanguard Target Retirement 2065 Inv Mutual fund | — | — | — | $570K | 2.2% | |
| Vanguard 500 Index Admiral Mutual fund | — | — | — | $546K | 2.2% | |
| Vanguard Information Technology Idx Adm Mutual fund | — | — | — | $542K | 2.1% | |
| Vanguard Value Index Adm Mutual fund | — | — | — | $501K | 2.0% | |
| Vanguard Target Retirement 2050 Inv Mutual fund | — | — | — | $478K | 1.9% | |
| BLACKROCK US DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $477K | 1.9% | |
| Vanguard Lifestrategy Moderate Growth Mutual fund | — | — | — | $471K | 1.9% | |
| Vanguard Target Retirement 2025 Inv Mutual fund | — | — | — | $404K | 1.6% | |
| Empower Annuity Insurance Company of America Guaranteed interest fund - interest rate 1.70% | — | — | — | $401K | 1.6% | |
| Vanguard Small Cap Index Adm Mutual fund | — | — | — | $396K | 1.6% | |
| T. Rowe Price Global Multi-Sector Bd Mutual fund | — | — | — | $389K | 1.5% | |
| Vanguard Equity-Income Adm Mutual fund | — | — | — | $389K | 1.5% | |
| American Funds New Perspective R6 Mutual fund | — | — | — | $382K | 1.5% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY · EIN 20-3802495 / PN 001 | Common Collective Trust | — | — | $335K | 1.3% | |
| Participant loans Interest rates - 5.00% - 9.50% -0- | — | — | — | $316K | 1.2% | |
| Vanguard Target Retirement 2030 Inv Mutual fund | — | — | — | $247K | 1.0% | |
| Schwab SDB Sweep Program Roth Self-directed brokerage accounts | — | — | — | $228K | 0.9% | |
| Franklin Gold And Precious Metals R6 Mutual fund | — | — | — | $221K | 0.9% | |
| Vanguard Small Cap Value Index Admiral Mutual fund | — | — | — | $211K | 0.8% | |
| Vanguard Target Retirement 2020 Inv Mutual fund | — | — | — | $205K | 0.8% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $201K | 0.8% | |
| Blackrock Health Sciences Opps K Mutual fund | — | — | — | $166K | 0.7% | |
| William Blair Large Cap Growth I Mutual fund | — | — | — | $155K | 0.6% | |
| Vanguard Target Retirement 2060 Inv Mutual fund | — | — | — | $146K | 0.6% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual fund | — | — | — | $136K | 0.5% | |
| Vanguard Lifestrategy Cnsrv Gr Inv Mutual fund | — | — | — | $133K | 0.5% | |
| Vanguard Mid-Cap Value Index Admiral Mutual fund | — | — | — | $125K | 0.5% | |
| Dfa International Value I Mutual fund | — | — | — | $119K | 0.5% | |
| Vanguard Strategic Equity Inv Mutual fund | — | — | — | $118K | 0.5% | |
| Vanguard Small Cap Growth Index Admiral Mutual fund | — | — | — | $99K | 0.4% | |
| Dfa Real Estate Securities I Mutual fund | — | — | — | $95K | 0.4% | |
| Schwab SDB Sweep Program Self-directed brokerage accounts | — | — | — | $88K | 0.3% | |
| American Funds Inflation Linked Bd R6 Mutual fund | — | — | — | $83K | 0.3% | |
| Dfa US Small Cap Growth Instl Mutual fund | — | — | — | $75K | 0.3% | |
| Vanguard Growth & Income Adm Mutual fund | — | — | — | $74K | 0.3% | |
| Vanguard Lifestrategy Income Inv Mutual fund | — | — | — | $73K | 0.3% | |
| Vanguard Energy Index Adm Mutual fund | — | — | — | $38K | 0.2% | |
| Vanguard Utilities Index Adm Mutual fund | — | — | — | $20K | <0.1% | |
| Vanguard Financials Index Adm Mutual fund | — | — | — | $13K | <0.1% | |
| Vanguard Target Retirement Income Inv Mutual fund | — | — | — | $11K | <0.1% | |
| Morgan Stanley Inst Intl Advtg A Mutual fund | — | — | — | $2K | <0.1% |
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