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Original filing (PDF)20251010092111NAL0018073138001
DOC CORPORATE GROUP, LLC
Form 5500
FILING_RECEIVED
DOC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
218
Accounts w/ balance
93
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 43% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (20 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOC CORPORATE GROUP, LLC.
Plan sponsor
Name
DOC CORPORATE GROUP, LLC
EIN
81-1370970
Address
3300 DALLAS PARKWAY · SUITE 200 · PLANO, TX · 75093
Phone
(214) 983-0304
Industry
Management of Companies / Holdingssee 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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GROW RASMUSSEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | NONE | $6K | — |
Investments
20 direct securities· $3.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $740K | 22.6% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | — | — | — | $739K | 22.5% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $514K | 15.7% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | — | — | — | $394K | 12.0% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $259K | 7.9% | |
| Franklin Growth R6 Franklin 0 | — | — | — | $148K | 4.5% | |
| Dodge & Cox Global Stock Fund I Dodge & Cox 0 | — | — | — | $97K | 2.9% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $77K | 2.3% | |
| JPMorgan Mid Cap Growth R5 JP Morgan 0 | — | — | — | $75K | 2.3% | |
| Vanguard Explorer Inv Vanguard 0 | — | — | — | $60K | 1.8% | |
| Vanguard Strategic Equity Inv Vanguard 0 | — | — | — | $41K | 1.3% | |
| Vanguard Strategic Small-Cap Equity Inv Vanguard 0 | — | — | — | $34K | 1.0% | |
| AMG Yacktman Fund I AMG 0 | — | — | — | $31K | 0.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $25K | 0.8% | |
| Vanguard Global Equity Inv Vanguard 0 | — | — | — | $18K | 0.5% | |
| iShares Core 10+ Year USD Bond ETF iShares 0 | — | — | — | $13K | 0.4% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $11K | 0.3% | |
| TD BANK INSTITUTIONAL MONEY MARKET TD Bank 0 | — | — | — | $8K | 0.3% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $3K | 0.1% | |
| Loomis Sayles Core Plus Bond Y Loomis Sayles 0 | — | — | — | $3K | <0.1% |
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