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Original filing (PDF)20251010155238NAL0018433858001
D2G GROUP, LLC
Form 5500
FILING_RECEIVED
D2G GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
169
Accounts w/ balance
277
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
33 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 (13 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for D2G GROUP, LLC.
Plan sponsor
Name
D2G GROUP, LLC
EIN
84-3510758
Address
81 COMMERCE DRIVE · FALL RIVER, MA · 02720
Phone
(401) 247-0333
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MCNAMARA AND ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $923 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | TPA | $3K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PATRIOT FINANCIAL GROUP INS AGE | 90-0138117 | — | SERVICE PROVIDER | $6K | — |
| IRON-CO-FID--INDEX-COMPREHENSIVE | — | SHAWNEE MISSION, KS | SERVICE PROVIDER | $2K | — |
Investments
33 direct securities· $8.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2040 Fund - Class R6 | — | — | — | $1.2M | 14.6% | |
| Vngrd Gr Indx Adml | — | — | — | $1.2M | 14.1% | |
| Nuveen Lifecycle Index 2030 Fund - Class R6 | — | — | — | $848K | 10.2% | |
| Fid 500 Indx | — | — | — | $825K | 9.9% | |
| Nuveen Lifecycle Index 2050 Fund - Class R6 | — | — | — | $512K | 6.1% | |
| State Street Balanced Index Fund - Class K | — | — | — | $375K | 4.5% | |
| Nuveen Lifecycle Index 2060 Fund - Class R6 | — | — | — | $371K | 4.4% | |
| Vngrd Mid-Cap Idx Fd As | — | — | — | $370K | 4.4% | |
| Nuveen Lifecycle Index 2045 Fund - Class R6 | — | — | — | $350K | 4.2% | |
| Vngrd Val Indx Adml | — | — | — | $289K | 3.5% | |
| Vngrd Sm Cap Indx Fd As | — | — | — | $287K | 3.4% | |
| Nuveen Lifecycle Index 2055 Fund - Class R6 | — | — | — | $277K | 3.3% | |
| Vngrd Ttl Stmkt Indx Fd As | — | — | — | $258K | 3.1% | |
| Nationwide Fixed Select Option | — | — | — | $212K | 2.5% | |
| Nuveen Lifecycle Index 2035 Fund - Class R6 | — | — | — | $211K | 2.5% | |
| Vngrd Devl Mkt Indx Adml | — | — | — | $138K | 1.7% | |
| Nuveen Lifecycle Index 2025 Fund - Class R6 | — | — | — | $137K | 1.6% | |
| Fid Us Bd Indx | — | — | — | $127K | 1.5% | |
| Nuveen Lifecycle Index 2020 Fund - Class R6 | — | — | — | $80K | 1.0% | |
| Fid Infl Prtct Bd Indx | — | — | — | $72K | 0.9% | |
| Nuveen Lifecycle Index 2015 Fund - Class R6 | — | — | — | $61K | 0.7% | |
| Fed Hrms Inst Hiyldbd Inst | — | — | — | $36K | 0.4% | |
| Vngrd Emrg Mkt Stkindxadml | — | — | — | $23K | 0.3% | |
| Nuveen Lifecycle Index 2010 Fund - Class R6 | — | — | — | $20K | 0.2% | |
| Nuveen Lifecycle Index 2065 Fund - Class R6 | — | — | — | $18K | 0.2% | |
| Vngrd Intdtrmtrsind Adml | — | — | — | $15K | 0.2% | |
| Vngrd Realest Indx Adml | — | — | — | $12K | 0.1% | |
| Calvert International Responsible Index Fund - Class R6 | — | — | — | $11K | 0.1% | |
| Vngrd Ftse Soc Indx Adml | — | — | — | $9K | 0.1% | |
| Fed Hrms Gov Oblgtns Prmr | — | — | — | $6K | <0.1% | |
| Vngrd St Corp Bd Indx Adml | — | — | — | $6K | <0.1% | |
| Vngrd Ttl Intl Bd Idx Adml | — | — | — | $4K | <0.1% | |
| Fidelity Multi-Asset Index Fund | — | — | — | $1K | <0.1% |
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