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Original filing (PDF)20251007091333NAL0002532275001
DIMALSA LOGISTICS CORP
Form 5500
FILING_RECEIVED
SUPPLY CHAIN PUERTO RICO RETIREMENT PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
139
Accounts w/ balance
122
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund Mutual fund" is 26% of plan.
Helping the score
- Below-peer total fees (0 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIMALSA LOGISTICS CORP.
Plan sponsor
Name
DIMALSA LOGISTICS CORP
EIN
66-0536099
Address
360 WESTAR BLVD. · WESTERVILLE, OH · 430827627
Phone
(787) 788-7126
Industry
Transportation & Warehousingsee 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
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3C · Not intended to be qualified
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CLARK SCHAEFER HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25 | — |
Investments
25 direct securities· $2.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | — | — | — | $554K | 26.1% | |
| Vanguard Federal Money Market Fund Money market | — | — | — | $225K | 10.6% | |
| Fidelity Freedom 2045 K Fund Mutual fund | — | — | — | $182K | 8.6% | |
| Fidelity Freedom 2030 K Fund Mutual fund | — | — | — | $167K | 7.9% | |
| Fidelity Freedom 2050 K Fund Mutua fund | — | — | — | $152K | 7.2% | |
| Fidelity Diversified International Fund Mutual fund | — | — | — | $140K | 6.6% | |
| Fidelity Extended Market Index Fund Mutual fund | — | — | — | $130K | 6.1% | |
| Fidelity Freedom 2055 K Fund Mutual fund | — | — | — | $116K | 5.5% | |
| Fidelity Freedom 2035 K Fund Mutual fund | — | — | — | $111K | 5.2% | |
| Fidelity Freedom 2040 K Fund Mutual fund | — | — | — | $80K | 3.8% | |
| PIMCO Total Return Fund Mutual fund | — | — | — | $72K | 3.4% | |
| Fidelity Freedom 2060 K Fund Mutual fund | — | — | — | $31K | 1.5% | |
| Fidelity Investment Grade Bond Fund Mutual fund | — | — | — | $28K | 1.3% | |
| Fidelity Freedom 2065 K Fund Mutual fund | — | — | — | $27K | 1.3% | |
| Fidelity Freedom Income K Fund Mutual fund | — | — | — | $19K | 0.9% | |
| Fidelity Freedom 2015 K Fund Mutual fund | — | — | — | $16K | 0.7% | |
| MFS Value Fund Class R6 Mutual fund | — | — | — | $14K | 0.7% | |
| Carillon Eagle Small Cap Growth Fund Class I Mutual fund | — | — | — | $14K | 0.6% | |
| JPMorgan Large Cap Growth Fund R5 Mutual fund | — | — | — | $13K | 0.6% | |
| Fidelity Balanced Fund Mutual fund | — | — | — | $8K | 0.4% | |
| Fidelity Small Cap Value Fund Mutual fund | — | — | — | $7K | 0.3% | |
| Invesco Diversified Dividend Fund Class Y Mutual fund | — | — | — | $7K | 0.3% | |
| Fidelity Government Income Fund Mutual fund | — | — | — | $3K | 0.2% | |
| Fidelity Freedom 2020 K Fund Mutual fund | — | — | — | $3K | 0.1% | |
| Fidelity Freedom 2025 K Fund Mutual fund | — | — | — | $1K | <0.1% |
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