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Original filing (PDF)20251014135319NAL0006181330001
DEVAL LIFE CYCLE SUPPORT, LLC
Form 5500
FILING_RECEIVED
DEVAL LIFE CYCLE SUPPORT, LLC, 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
196
Accounts w/ balance
157
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
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
Helping the score
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEVAL LIFE CYCLE SUPPORT, LLC.
Plan sponsor
Name
DEVAL LIFE CYCLE SUPPORT, LLC
EIN
82-1461489
Address
7341 TULIP STREET · PHILADELPHIA, PA · 19136
Phone
(215) 332-1200
Industry
Engineering Services· 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $1K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NA NA | — | ASTON, PA | CONTRACT ADMIN | $2K | — |
Investments
30 direct securities· $5.9M(100% of reported assets)
Uncategorized
$4.8M
29 holdings
Mutual Funds
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S SHARES/UNITS * AMERICAN FUNDS 2030 TRGT DATE RETIRE Class R-5E | Mutual Funds | — | $65K | $1.1M | 18.9% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE Class R-5E | — | — | $61K | $921K | 15.5% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE Class R-5E | — | — | $51K | $682K | 11.5% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE Class R-5E | — | — | $37K | $654K | 11.0% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE Class R-5E | — | — | $20K | $372K | 6.3% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE Class R-5E | — | — | $14K | $297K | 5.0% | |
| MONEY MARKET FUND * AMERICAN FUNDS US GOVERNMENT MMKT Class R-5E | — | — | $295K | $295K | 5.0% | |
| AMERICAN FUNDS 2015 TRGT DATE RETIRE Class R-5E | — | — | $22K | $262K | 4.4% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE Class R-5E | — | — | $9K | $231K | 3.9% | |
| FIDELITY 500 INDEX 836 | — | — | — | $171K | 2.9% | |
| AMERICAN FUNDS 2065 TARGET DATE FUND Class R-5E | — | — | $7K | $122K | 2.1% | |
| with maturities through 2029 | — | — | — | $121K | 2.0% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE Class R-5E | — | — | $6K | $119K | 2.0% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE Class R-5E | — | — | $6K | $116K | 2.0% | |
| VANGUARD VALUE INDEX - ADMIRAL | — | — | $1K | $70K | 1.2% | |
| FIDELITY ADVISOR GROWTH OPPORTUNITIES Z 342 | — | — | — | $69K | 1.2% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH Class R-5E | — | — | $1K | $57K | 1.0% | |
| AMERICAN FUNDS WASHINGTON MUTUAL Class R-5E 753 | — | — | — | $46K | 0.8% | |
| AMERICAN FUNDS SMALLCAP WORLD Class R-5E 557 | — | — | — | $38K | 0.6% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRALVBTLX | — | — | $4K | $36K | 0.6% | |
| WESTERN ASSET CORE BOND IS | — | — | $3K | $35K | 0.6% | |
| FRANKLIN GOLD & PRECIOUS METALS ADV | — | — | $2K | $33K | 0.6% | |
| AMERICAN FUNDS NEW WORLD Class R-5E 376 | — | — | — | $29K | 0.5% | |
| AMERICAN FUNDS 2010 TRGT DATE RETIRE Class R-5E | — | — | $1K | $16K | 0.3% | |
| AMERICAN FUNDS GROWTH AND INC PORT Class R-5E 343 | — | — | — | $7K | 0.1% | |
| AMERICAN FUNDS US GOVERNMENT MMKT Class R-5E | — | — | $4K | $4K | <0.1% | |
| JANUS HENDERSON BALANCED N 87 | — | — | — | $4K | <0.1% | |
| AMERICAN FUNDS AMERICAN MUTUAL Class R-5E 34 | — | — | — | $2K | <0.1% | |
| BLACKROCK SUSTAINABLE BALANCED INSTL 44 | — | — | — | $1K | <0.1% | |
| PGIM TOTAL RETURN BOND R6 84 | — | — | — | $1K | <0.1% |
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