Back to filter
Original filing (PDF)20250918095357NAL0001193233001
DIVERSIFIED LABELING SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
DIVERSIFIED LABELING SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
242
Accounts w/ balance
310
Plan assets (EOY)
$11.7M
Net assets (EOY)
$11.7M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
85
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 58 bps in Schedule C fees — 101% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIVERSIFIED LABELING SOLUTIONS, INC..
Plan sponsor
Name
DIVERSIFIED LABELING SOLUTIONS, INC.
EIN
83-2919403
Address
1285 HAMILTON PARKWAY · ITASCA, IL · 60143
Phone
(630) 625-1222
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
2E · Profit-sharing
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MILLER, COOPER AND CO, LTD
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 | $48K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $20K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
31 direct securities· $11.7M(100% of reported assets)
Uncategorized
$11.7M
30 holdings
Mutual Funds
$6K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2030 Fund | — | — | — | $2.9M | 24.5% | |
| BlackRock LifePath Index 2035 Fund | — | — | — | $1.5M | 12.5% | |
| BlackRock LifePath Index 2040 Fund | — | — | — | $1.2M | 9.9% | |
| BlackRock LifePath Index Retirement Fund | — | — | — | $785K | 6.7% | |
| BlackRock LifePath Index 2045 Fund | — | — | — | $752K | 6.4% | |
| BlackRock Emerging Market Fund ** 215 Vanguard 500 Index Admiral Fund | — | — | — | $669K | 5.7% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | — | — | — | $552K | 4.7% | |
| American Funds American Funds Balanced R6 Fund | — | — | — | $521K | 4.5% | |
| BlackRock LifePath Index 2055 Fund | — | — | — | $506K | 4.3% | |
| BlackRock LifePath Index 2050 Fund | — | — | — | $460K | 3.9% | |
| BlackRock LifePath Index 2066 Fund | — | — | — | $408K | 3.5% | |
| American Funds American Century Ultra R6 Fund | — | — | — | $251K | 2.2% | |
| Vanguard HealthCare Admiral Fund | — | — | — | $203K | 1.7% | |
| BlackRock LifePath Index 2065 Fund | — | — | — | $183K | 1.6% | |
| Vanguard Mid-Cap Index Admiral Fund | — | — | — | $149K | 1.3% | |
| Fidelity Investments Fidelity Total Bond K6 Fund | — | — | — | $113K | 1.0% | |
| Columbia Dividend Income Fund | — | — | — | $105K | 0.9% | |
| MFS Mid Cap Value R6 Fund | — | — | — | $91K | 0.8% | |
| Fidelity Investments Fidelity Small Cap Growth K6 Fund | — | — | — | $84K | 0.7% | |
| American Funds American Funds Europac Growth R6 Fund | — | — | — | $75K | 0.6% | |
| Fidelity Investments Fidelity Small Cap Discovery Fund | — | — | — | $70K | 0.6% | |
| JPMorgan JPM Mid Cap Growth R6 Fund | — | — | — | $68K | 0.6% | |
| Vanguard Federal Money Market Fund | — | — | — | $38K | 0.3% | |
| Vanguard Small-Cap Index Admiral Fund | — | — | — | $32K | 0.3% | |
| NYLI MacKay High Yield Corporate R6 Fund | — | — | — | $25K | 0.2% | |
| Vanguard Real Estate Index Admiral Fund | — | — | — | $22K | 0.2% | |
| MFS Technology Fund Class R6 | — | — | — | $13K | 0.1% | |
| s (held by Fidelity Management Trust Company) Goldman Sachs Small Cap Value Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Investments Fidelity international Index Fund | — | — | — | $3K | <0.1% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $3K | <0.1% | |
| Vanguard Energy Index Fund Admiral Shares | — | — | — | $1K | <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
MARK/TRECE, INC.
MARK/TRECE, INC. 401(K) PLAN
$11.7M · 171 participants
HATTERAS PRESS, INC.
HATTERAS PRESS, INC. 401(K) RETIREMENT PLAN & TRUST
$11.7M · 256 participants
PRINTOGRAPH, INC.
PRINTOGRAPH, INC. 401(K) PLAN
$11.7M · 306 participants
ABS GRAPHICS, INC.
ABS GRAPHICS, INC. 401(K) PLAN
$11.6M · 109 participants
MINMOR INDUSTRIES, LLC
MINMOR INDUSTRIES, LLC 401(K) PLAN
$11.7M · 120 participants
JOURNAL GRAPHICS, INC.
JOURNAL GRAPHICS, INC. 401(K) PLAN
$11.6M · 102 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B