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Original filing (PDF)20251006142508NAL0003767345001
DEMAND SCIENCE GROUP, LLC
Form 5500
FILING_RECEIVED
DEMAND SCIENCE GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
101
Accounts w/ balance
174
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
12 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
86
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Indexselect Moderate 2055 Fund "" is 27% of plan.
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEMAND SCIENCE GROUP, LLC.
Plan sponsor
Name
DEMAND SCIENCE GROUP, LLC
EIN
82-5063011
Address
222 ROSEWOOD DR 8TH FLOOR · DANVERS, MA · 01923
Phone
(339) 233-3678
Industry
All Other Professional 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
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BELTZER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | — | JERSEY CITY, NJ | INVESTMENT ADVISOR | $31K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
12 direct securities · 12 pooled funds· $11.3M(97% 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.
Common Collective Trust
$9.0M
12 holdings
Uncategorized
$2.2M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $3.1M | 26.5% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $2.9M | 25.0% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $1.5M | 12.8% | |
| Fidelity 500 Index " | — | — | — | $1.3M | 11.6% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $584K | 5.0% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $553K | 4.8% | |
| Fidelity International Index " | — | — | — | $284K | 2.5% | |
| STATE STREET NASDAQ-100 INDEX NL CL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 181 | Common Collective Trust | — | — | $232K | 2.0% | |
| Pimco Total Return Institutional " | — | — | — | $179K | 1.5% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $173K | 1.5% | |
| Invesco Discovery Mid Cap Growth " | — | — | — | $87K | 0.8% | |
| DFA U.S. Vector Equity " | — | — | — | $67K | 0.6% | |
| iShares Russell Small/Mid-Cap Index " | — | — | — | $67K | 0.6% | |
| Blackrock Technology Opportunities " ** 878 DFA Real Estate Securities " | — | — | — | $55K | 0.5% | |
| T. Rowe Price Health Sciences " | — | — | — | $52K | 0.4% | |
| JPMorgan U.S. Equity " | — | — | — | $34K | 0.3% | |
| American Funds New Perspective " | — | — | — | $29K | 0.2% | |
| BLACKROCK RUSSELL 2000 VAL IDX FEE GREAT GRAY · EIN 20-3802296 / PN 005 | Common Collective Trust | — | — | $25K | 0.2% | |
| Blackrock High Yield Bond Portfolio " | — | — | — | $25K | 0.2% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $14K | 0.1% | |
| American Century Focused Institutional Growth Mutual fund | — | — | — | $12K | 0.1% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $4K | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% |