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Original filing (PDF)20250922132415NAL0002153619001
DNV USA, INC.
Form 5500
FILING_RECEIVED
DNV USA, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,738
Accounts w/ balance
2,625
Plan assets (EOY)
$518.9M
Net assets (EOY)
$518.9M
How this plan invests
This plan
14 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 11 bps in Schedule C fees — 86% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DNV USA, INC..
Plan sponsor
Name
DNV USA, INC.
EIN
76-0187362
Address
1400 RAVELLO DRIVE · KATY, TX · 77449
Phone
(281) 396-1000
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
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MELTON & MELTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $197K | — |
| ALLIANT RETIREMENT SVCS LLC | 33-0785439 | — | NONE | $191K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $163K | — |
| MELTON & MELTON LLP | 74-1550819 | — | NONE | $28K | — |
Investments
23 direct securities · 14 pooled funds· $518.9M(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
$282.9M
23 holdings
Common Collective Trust
$236.0M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | — | — | — | $71.7M | 13.8% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $43.7M | 8.4% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $37.5M | 7.2% | |
| Fidelity Contrafund Fund | — | — | — | $34.0M | 6.6% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $30.9M | 6.0% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $29.1M | 5.6% | |
| Vanguard Growth Index Fund | — | — | — | $25.3M | 4.9% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $23.9M | 4.6% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $23.5M | 4.5% | |
| Vanguard Developed Markets Index Fund | — | — | — | $22.9M | 4.4% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $18.4M | 3.6% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $18.0M | 3.5% | |
| Vanguard Wellington Fund | — | — | — | $16.8M | 3.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $14.0M | 2.7% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $12.4M | 2.4% | |
| Vanguard Equity Income Fund | — | — | — | $11.7M | 2.3% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $10.6M | 2.0% | |
| Vanguard Small-Cap Index Fund | — | — | — | $9.6M | 1.8% | |
| Participant-Directed Brokerage Account | — | — | — | $9.5M | 1.8% | |
| Janus Triton Fund | — | — | — | $8.5M | 1.6% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $8.4M | 1.6% | |
| American Century Mid Cap Value Fund | — | — | — | $6.8M | 1.3% | |
| Fidelity Advisor Strategic Income Fund | — | — | — | $6.3M | 1.2% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $5.4M | 1.0% | |
| T. Rowe Price Overseas Stock Fund | — | — | — | $4.5M | 0.9% | |
| Vanguard Inflation-Protected Securities Fund | — | — | — | $3.4M | 0.7% | |
| Participant Loans 4.25% - 9.50% 0 | — | — | — | $2.6M | 0.5% | |
| Vanguard Energy Index Fund | — | — | — | $2.0M | 0.4% | |
| Vanguard REIT Index Fund | — | — | — | $1.8M | 0.3% | |
| John Hancock Bond Fund | — | — | — | $1.8M | 0.3% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.3% | |
| JPMorgan Mid Cap Growth Fund | — | — | — | $1.2M | 0.2% | |
| Allspring Special Small Cap Value Fund | — | — | — | $457K | <0.1% | |
| Vanguard Treasury Money Market Fund | — | — | — | $391K | <0.1% | |
| Vanguard Explorer Fund | — | — | — | $128K | <0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $84K | <0.1% | |
| VFTC TARGET RET INC & GROWTH TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $12K | <0.1% |
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