Back to filter
Original filing (PDF)20250923110512NAL0007893043001
DECISION ANALYST, INC.
Form 5500
FILING_RECEIVED
DECISION ANALYST, INC. 401(K) PLAN
401(k) retirement plan
Active participants
93
Accounts w/ balance
114
Plan assets (EOY)
$16.3M
Net assets (EOY)
$16.3M
How this plan invests
This plan
1 pooled trust
Schedule D
35 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
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DECISION ANALYST, INC..
Plan sponsor
Name
DECISION ANALYST, INC.
EIN
75-1605584
Address
2670 E LAMAR BLVD · ARLINGTON, TX · 76011
Phone
(817) 640-6166
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
S&W ACCOUNTANTS & CONSULTANTS, PLLC
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 | -$52K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENTS ADVISERS LLC | 36-3258176 | — | INVESTMENT ADVISOR | $52K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | 26-4311657 | — | TRUSTEE | $6K | — |
Investments
34 direct securities · 1 pooled fund· $16.3M(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
$15.3M
34 holdings
Common Collective Trust
$987K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds AF TRGT DATE 2030 R3 | — | — | — | $4.0M | 24.2% | |
| American Funds AF TRGT DATE 2035 R3 | — | — | — | $2.4M | 15.0% | |
| American Funds AF TRGT DATE 2040 R3 | — | — | — | $1.8M | 11.0% | |
| Fidelity Investments FID 500 Index | — | — | — | $1.6M | 9.8% | |
| American Funds AF TRGT DATE 2045 R3 | — | — | — | $997K | 6.1% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $987K | 6.1% | |
| MFS Investment Management MFS GROWTH R3 | — | — | — | $961K | 5.9% | |
| American Funds AF TRGT DATE 2025 R3 | — | — | — | $655K | 4.0% | |
| BlackRock BLKRK HI YD INV A | — | — | — | $479K | 2.9% | |
| MFS Investment Management MFS MOD ALLOC R3 | — | — | — | $323K | 2.0% | |
| American Funds AF TRGT DATE 2050 R3 | — | — | — | $291K | 1.8% | |
| JP Morgan JPM EMRG MKTS EQ R4 ** 332 JP Morgan JPM EQUITY INCOME R3 | — | — | — | $283K | 1.7% | |
| American Centry Investments AM CENT MD CP VAL A | — | — | — | $278K | 1.7% | |
| American Funds AF TRGT DATE 2055 R3 | — | — | — | $253K | 1.6% | |
| Lord Abbett LD ABT BOND DBNTR R4 | — | — | — | $239K | 1.5% | |
| PGIM Investments PGIM TOTAL RTN BD R2 | — | — | — | $186K | 1.1% | |
| American Funds AF TRGT DATE 2015 R3 | — | — | — | $94K | 0.6% | |
| Franklin Advisory Services FKLN SM CAP VALUE A | — | — | — | $65K | 0.4% | |
| similar party of interest, collateral, par, or maturity value * Participant loans Rates of interest from 4.25%-9.50% -0- | — | — | — | $61K | 0.4% | |
| American Funds AF TRGT DATE 2010 R3 | — | — | — | $58K | 0.4% | |
| Loomis Sayles Funds J H TRITON S | — | — | — | $37K | 0.2% | |
| Principal Global Investors PIF REAL EST SEC R3 | — | — | — | $33K | 0.2% | |
| Capital Group AF TRGT DATE 2065 R3 | — | — | — | $30K | 0.2% | |
| Franklin Templeton FRANKLIN INTL GRTH A | — | — | — | $25K | 0.2% | |
| MFS Investment Management MFS MID CAP GRTH R3 | — | — | — | $24K | 0.1% | |
| MFS Investment Management MFS CONSERV ALLOC R3 | — | — | — | $24K | 0.1% | |
| American Funds AF TRGT DATE 2060 R3 | — | — | — | $20K | 0.1% | |
| Fidelity Investments FID GOVT MMKT | — | — | — | $20K | 0.1% | |
| American Funds AF TRGT DATE 2020 R3 | — | — | — | $17K | 0.1% | |
| MFS Investment Management MFS GROWTH ALLOC R3 | — | — | — | $14K | <0.1% | |
| Wells Fargo PIM REAL RETURN A | — | — | — | $14K | <0.1% | |
| BlackRock IS MSCI TOT INTL A | — | — | — | $13K | <0.1% | |
| Victory PIF SMCP S&P 600 R3 | — | — | — | $12K | <0.1% | |
| MFS Investment Management MFS AGGR GR ALLOC R3 | — | — | — | $8K | <0.1% | |
| Principal Funds PIF MDCP S&P400 R3 | — | — | — | $5K | <0.1% |
Related plans
Other plans using CETERA INVESTMENTS ADVISERS LLC
Similar-size Professional & Technical Services plans
THE AUGUST JACKSON COMPANY
ARC 401(K) EMPLOYEE RETIREMENT PLAN
$16.3M · 160 participants
PSB INSIGHTS, LLC
PSB INSIGHTS, LLC 401(K) PLAN
$16.3M · 81 participants
TELARUS, LLC
TELARUS 401(K) PROFIT SHARING PLAN
$16.3M · 327 participants
DIGITAL MEDIA SOLUTIONS, LLC
DIGITAL MEDIA SOLUTIONS 401(K) RETIREMENT PLAN
$16.2M · 209 participants
PARAGON MARKETING GROUP, LLC
PARAGON MARKETING GROUP, LLC RETIREMENT PLAN
$16.9M · 78 participants
LIPPE TAYLOR, LLC
LIPPE TAYLOR, LLC 401(K) PLAN
$15.4M · 152 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants