Back to filter
Original filing (PDF)20251007114005NAL0011402034001
DPIX, LLC
Form 5500
FILING_RECEIVED
DPIX, LLC 401(K) PLAN
401(k) retirement plan
Active participants
127
Accounts w/ balance
174
Plan assets (EOY)
$25.7M
Net assets (EOY)
$25.7M
How this plan invests
This plan
30 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DPIX, LLC.
Plan sponsor
Name
DPIX, LLC
EIN
77-0514663
Address
1635 AEROPLAZA DRIVE · COLORADO SPRINGS, CO · 80916
Phone
(719) 457-7736
Industry
Manufacturingsee 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
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BIGGS KOFFORD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | — | GLASTONBURY, CT | INVESTMENT ADVISOR | $33K | — |
Investments
30 direct securities· $25.7M(100% of reported assets)
Uncategorized
$25.7M
29 holdings
Mutual Funds
$30K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund | — | — | — | $3.4M | 13.3% | |
| TIAA-CREF Lifecycle Index 2040 Inst Mutual fund | — | — | — | $3.3M | 13.0% | |
| TIAA-CREF Lifecycle Index 2030 Inst Mutual fund | — | — | — | $2.9M | 11.4% | |
| TIAA-CREF Lifecycle Index 2035 Inst Mutual fund | — | — | — | $2.7M | 10.3% | |
| Self-directed brokerage accounts Charles Schwab Self-Directed Brokerage Account | — | — | — | $2.5M | 9.7% | |
| TIAA-CREF Lifecycle Index 2045 Inst Mutual fund | — | — | — | $1.5M | 5.8% | |
| TIAA-CREF Lifecycle Index 2025 Inst Mutual fund | — | — | — | $1.4M | 5.6% | |
| Columbia Global Technology Growth Inst Mutual fund | — | — | — | $1.4M | 5.5% | |
| Fully benefit-responsive contract * Key Guaranteed Portfolio Fund Fully benefit-responsive contract | — | — | — | $1.1M | 4.1% | |
| TIAA-CREF Lifecycle Index 2050 Inst Mutual fund | — | — | — | $927K | 3.6% | |
| MFS Growth A Mutual fund | — | — | — | $761K | 3.0% | |
| TIAA-CREF Lifecycle Index 2055 Inst Mutual fund | — | — | — | $622K | 2.4% | |
| Columbia Select Large Cap Value Instl Mutual fund | — | — | — | $479K | 1.9% | |
| Vanguard Small Cap Index Adm Mutual fund | — | — | — | $466K | 1.8% | |
| TIAA-CREF Lifecycle Index 2020 Inst Mutual fund | — | — | — | $415K | 1.6% | |
| Delaware Ivy Mid Cap Growth R6 Mutual fund | — | — | — | $321K | 1.2% | |
| Dodge & Cox Income Mutual fund | — | — | — | $256K | 1.0% | |
| Fidelity Mid Cap Index Mutual fund | — | — | — | $217K | 0.8% | |
| American Funds Europacific Growth Fund-R3 Mutual fund | — | — | — | $174K | 0.7% | |
| TIAA-CREF Lifecycle Index 2060 Inst Mutual fund | — | — | — | $136K | 0.5% | |
| August 4, 2025 to March 11, 2029 | — | — | — | $133K | 0.5% | |
| Fidelity US Bond Index Mutual fund | — | — | — | $114K | 0.4% | |
| Baron Small Cap Inst Mutual fund | — | — | — | $108K | 0.4% | |
| TIAA-CREF Lifecycle Index Ret Inc Inst Mutual fund | — | — | — | $95K | 0.4% | |
| American Century Mid Cap Value Mutual fund | — | — | — | $91K | 0.4% | |
| Vanguard Total International Stock Index Admiral Mutual fund | — | — | — | $61K | 0.2% | |
| Cohen & Steers Real Estate Securities Mutual fund | — | — | — | $50K | 0.2% | |
| TIAA-CREF Lifecycle Index 2065 Inst Mutual fund | — | — | — | $42K | 0.2% | |
| Allspring Special Small Cap Value Mutual fund | Mutual Funds | — | — | $30K | 0.1% | |
| Victory RS International Mutual fund | — | — | — | $7K | <0.1% |
