Back to filter
Original filing (PDF)20251007122415NAL0004756465001
DSB TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
DSB TECHNOLOGIES, LLC SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Active participants
271
Accounts w/ balance
445
Plan assets (EOY)
$15.1M
Net assets (EOY)
$15.1M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 57 bps in Schedule C fees — 97% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DSB TECHNOLOGIES, LLC.
Plan sponsor
Name
DSB TECHNOLOGIES, LLC
EIN
83-2144009
Address
3330 PALMER DR · JANESVILLE, WI · 53546
Phone
(608) 373-2320
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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $53K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAYS FINANCIAL GROUP | 41-1931920 | — | ADVISOR | $34K | — |
Investments
28 direct securities · 1 pooled fund· $14.8M(98% 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
$14.4M
27 holdings
Mutual Funds
$279K
1 holding
Common Collective Trust
$87K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Fid Fdm Idx 2035 Ipr N/R | — | — | — | $2.3M | 15.1% | |
| Fidelity Fid Fdm Idx 2030 Ipr N/R | — | — | — | $2.2M | 14.7% | |
| Fidelity Fid Growth Company N/R | — | — | — | $1.6M | 10.7% | |
| Fidelity Fid Fdm Idx 2055 Ipr N/R | — | — | — | $1.2M | 8.2% | |
| Fidelity Fid Fdm Idx 2025 Ipr N/R | — | — | — | $1.2M | 8.0% | |
| Fidelity Fid Fdm Idx 2040 Ipr N/R | — | — | — | $1.2M | 7.7% | |
| Fidelity Fid Fdm Idx 2050 Ipr N/R | — | — | — | $1.1M | 7.2% | |
| Fidelity Fid Fdm Idx 2045 Ipr N/R | — | — | — | $755K | 5.0% | |
| Fidelity Fid Fdm Idx 2020 Ipr N/R | — | — | — | $530K | 3.5% | |
| Fidelity Fid 500 Index N/R | — | — | — | $521K | 3.5% | |
| Fidelity Fid Fdm Idx 2060 Ipr N/R | — | — | — | $439K | 2.9% | |
| Fidelity Fid Mid Cap Index N/R | — | — | — | $294K | 1.9% | |
| Black Rock Blkrk Equity Div I N/R | Mutual Funds | — | — | $279K | 1.9% | |
| Fidelity Fid Fdm Idx 2065 Ipr N/R | — | — | — | $231K | 1.5% | |
| Wasatch Sm Cap Grth N/R | — | — | — | $215K | 1.4% | |
| J H J H Balanced N N/R | — | — | — | $155K | 1.0% | |
| Fidelity Fid Intl Cap Appr K6 N/R | — | — | — | $146K | 1.0% | |
| Dimensional DFA Us Sm Cap Value N/R | — | — | — | $88K | 0.6% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $87K | 0.6% | |
| Black Rock Blkrk Emerging Mkt K N/R | — | — | — | $60K | 0.4% | |
| Dimensional DFA Intl Small Co I N/R | — | — | — | $33K | 0.2% | |
| Fidelity Fid FDM Idx Inc Ipr N/R | — | — | — | $31K | 0.2% | |
| Vanguard Vang Tot Bd Mkt Adm N/R | — | — | — | $29K | 0.2% | |
| Dodge & Cox Dodge & Cox Income I N/R | — | — | — | $28K | 0.2% | |
| Fidelity Fid Fdm Idx 2015 Ipr N/R | — | — | — | $25K | 0.2% | |
| Pioneer Strat Inc Y N/R | — | — | — | $20K | 0.1% | |
| Fidelity Fid Fdm Idx 2010 Ipr N/R | — | — | — | $7K | <0.1% | |
| Fidelity Fid Small Cap Idx N/R | — | — | — | $4K | <0.1% | |
| Fidelity Fid Fdm Idx 2070 Ipr N/R | — | — | — | $3K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Manufacturing plans
WILWOOD ENGINEERING
WILWOOD ENGINEERING 401(K) PLAN
$15.1M · 307 participants
ENOVAPREMIER, LLC
ENOVAPREMIER, LLC 401(K) PLAN
$15.1M · 419 participants
WICO METAL PRODUCTS COMPANY
WICO METAL PRODUCTS 401(K) PLAN
$15.1M · 280 participants
PLASMAN CORP. LLC
A.P. PLASMAN EMPLOYEE 401(K) PLAN
$15.0M · 1,066 participants
NISSHINBO AUTOMOTIVE MANUFACTURING, INC.
NISSHINBO AUTOMOTIVE 401(K) PLAN
$15.2M · 355 participants
SOLERO TECHNOLOGIES, LLC
SOLERO TECHNOLOGIES, LLC 401(K) PLAN
$15.3M · 369 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B