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Original filing (PDF)20250903164711NAL0009528115001
DILIGENT CONSULTING, INC.
Form 5500
FILING_RECEIVED
DILIGENT CONSULTING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
92
Accounts w/ balance
101
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
1 pooled trust
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 60% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DILIGENT CONSULTING, INC..
Plan sponsor
Name
DILIGENT CONSULTING, INC.
EIN
74-3013087
Address
901 NE LOOP 410, SUITE 600 · SAN ANTONIO, TX · 78209
Phone
(210) 826-9300
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
2025-09-03
Pension benefit codes
2E · Profit-sharing
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
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $54K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 95-2834236 | — | BROKER | $0 | — |
Investments
35 direct securities · 1 pooled fund· $12.0M(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
$11.8M
35 holdings
Common Collective Trust
$178K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Ishares S&P 500 Index K Mutual Fund | — | — | — | $1.6M | 14.2% | |
| American Funds American Funds New Perspective R5 | — | — | — | $1.6M | 13.4% | |
| Fidelity Otc Mutual Fund | — | — | — | $802K | 6.9% | |
| Primecap Odyssey Growth Mutual Fund | — | — | — | $760K | 6.5% | |
| Dimensional DFA US Lg Cap Val I | — | — | — | $695K | 6.0% | |
| Jpmorgan Value Advantage L Mutual Fund | — | — | — | $686K | 5.9% | |
| Eagle Mid Cap Growth I Mutual Fund | — | — | — | $605K | 5.2% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $523K | 4.5% | |
| Transamerica Life Ins Co Transamerica Stbl Val Core Op | — | — | — | $447K | 3.8% | |
| Dfa Us Micro Cap I Mutual Fund | — | — | — | $367K | 3.2% | |
| Pimco Income Instl Mutual Fund | — | — | — | $345K | 3.0% | |
| Fidelity Advisor Small Cap Z Mutual Fund | — | — | — | $336K | 2.9% | |
| Western Asset Core Plus Bond M Mutual Fund | — | — | — | $314K | 2.7% | |
| Metropolitan West Metropolitan West Total Ret Bd M | — | — | — | $295K | 2.5% | |
| Tcw Metwest Total Return Bond Mutual Fund | — | — | — | $295K | 2.5% | |
| Federated Hermes High Yield Bond Inst Mutual Fund | — | — | — | $253K | 2.2% | |
| Principal Real Estate Securities Inst Mutual Fund | — | — | — | $252K | 2.2% | |
| Blackrock Lifepath Index 2055 K Mutual Fund | — | — | — | $218K | 1.9% | |
| Blackrock Inflation Protected Bond Instl Mutual Fund | — | — | — | $201K | 1.7% | |
| American Century Ginnie Mae R5 Mutual Fund | — | — | — | $193K | 1.7% | |
| STATE STREET NASDAQ 100 IDX NL CL M STATE STREET · EIN 90-0337987 / PN 181 | Common Collective Trust | — | — | $178K | 1.5% | |
| Blackrock Lifepath Index 2030 K Mutual Fund | — | — | — | $158K | 1.4% | |
| Templeton Global Bond Adv Mutual Fund | — | — | — | $130K | 1.1% | |
| Blackrock Lifepath Index 2050 K Mutual Fund | — | — | — | $122K | 1.0% | |
| Eaton Vance Floating-Rate Advantage I Mutual Fund | — | — | — | $117K | 1.0% | |
| Blackrock Lifepath Index Retirement K Mutual Fund | — | — | — | $114K | 1.0% | |
| Fidelity Advisor Intl Small Cap Z Mutual Fund | — | — | — | $95K | 0.8% | |
| Fidelity Multi-Asset Index Mutual Fund | — | — | — | $71K | 0.6% | |
| Blackrock Lifepath Index 2040 K Mutual Fund | — | — | — | $54K | 0.5% | |
| Blackrock Glbl Alloc I | — | — | — | $37K | 0.3% | |
| Blackrock Global Allocation Instl Mutual Fund | — | — | — | $37K | 0.3% | |
| Blackrock Lifepath Index 2060 K Mutual Fund | — | — | — | $23K | 0.2% | |
| Notes receivable from participants Bearing interest at 4.25% - | — | — | — | $15K | 0.1% | |
| Blackrock Lifepath Index 2035 K Mutual Fund | — | — | — | $6K | <0.1% | |
| Blackrock Lifepath Index 2065 K Mutual Fund | — | — | — | $3K | <0.1% | |
| Blackrock Lifepath Index 2045 K Mutual Fund | — | — | — | $2K | <0.1% |
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