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Original filing (PDF)20251117154729NAL0002352304001
DOTCOM THERAPY, INC.
Form 5500
FILING_RECEIVED
DOTCOM THERAPY, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.0 mo38% in single holding
Active participants
279
Accounts w/ balance
149
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
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)
88
/ 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
81
Total plan cost
80
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "Party- Identity of Issue, Including Maturity Date, Rate In- Borrower, Lessor, of Interest, Collateral, Par Current Interest or Similar Party or Maturity Value Value Mutual funds Fidelity Freedom Index 2055 Institutional Premium Class Mutual Fund" is 38% of plan.
- 73 bps in Schedule C fees — modestly above peer band of 52 bps.
- 53% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOTCOM THERAPY, INC..
Plan sponsor
Name
DOTCOM THERAPY, INC.
EIN
83-3932596
Address
811 EAST WASHINGTON AVE. STE. 400 · MADISON, WI · 53703
Phone
(844) 536-8266
Industry
Health Care & Social Assistancesee 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
2025-11-17
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)
Audit & trust (Schedule H)
Auditor
SENSIBA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
Investments
20 direct securities· $2.3M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party- Identity of Issue, Including Maturity Date, Rate In- Borrower, Lessor, of Interest, Collateral, Par Current Interest or Similar Party or Maturity Value Mutual funds Fidelity Freedom Index 2055 Institutional Premium Class Mutual Fund | — | — | — | $854K | 37.1% | |
| Fidelity Freedom Index 2050 Institutional Premium Class Mutual Fund | — | — | — | $532K | 23.1% | |
| Fidelity Freedom Index 2045 Institutional Premium Class Mutual Fund | — | — | — | $279K | 12.1% | |
| Fidelity Freedom Index 2060 Institutional Premium Class Mutual Fund | — | — | — | $191K | 8.3% | |
| Fidelity Freedom Index 2030 Institutional Premium Class Mutual Fund | — | — | — | $122K | 5.3% | |
| Fidelity Freedom Index 2040 Institutional Premium Class Mutual Fund | — | — | — | $88K | 3.8% | |
| Fidelity Freedom Index 2035 Institutional Premium Class Mutual Fund | — | — | — | $56K | 2.4% | |
| Fidelity Total Market Index Mutual Fund | — | — | — | $30K | 1.3% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $18K | 0.8% | |
| Fidelity Large Cap Growth Index Mutual Fund | — | — | — | $18K | 0.8% | |
| Fidelity Freedom Index 2025 Institutional Premium Class Mutual Fund | — | — | — | $17K | 0.7% | |
| Fidelity International Index Mutual Fund | — | — | — | $13K | 0.6% | |
| Pimco Rae US Small Institutional Mutual Fund | — | — | — | $12K | 0.5% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund | — | — | — | $10K | 0.4% | |
| Fidelity U.S. Sustainability Index Fund Mutual Fund | — | — | — | $8K | 0.4% | |
| Fidelity Freedom Index 2065 Institutional Premium Class Mutual Fund | — | — | — | $7K | 0.3% | |
| American Funds New World R6 Mutual Fund | — | — | — | $2K | <0.1% | |
| American Century Small Cap Growth R6 Mutual Fund | — | — | — | $2K | <0.1% | |
| Fidelity Inflation Protected Bond Index Mutual Fund | — | — | — | $1K | <0.1% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $1K | <0.1% |
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