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Original filing (PDF)20250819141614NAL0002401745001
DARTPOINTS OPERATING COMPANY, LLC
Form 5500
FILING_RECEIVED
DARTPOINTS 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
96
Accounts w/ balance
140
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Blackrock LifePath Index 2045 Fund Class K Mutual funds" is 29% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DARTPOINTS OPERATING COMPANY, LLC.
Plan sponsor
Name
DARTPOINTS OPERATING COMPANY, LLC
EIN
84-4872951
Address
1601 ELM STREET · SUITE 3650 · DALLAS, TX · 75201
Phone
(214) 432-6354
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Name
COMPASS 360, LLC
EIN
81-1939215
City
STRATHAM, NH
Phone
(603) 778-9920
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-19
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRAY, GRAY & GRAY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | RECORDKEEPER | $19K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | CONTRACT ADMINISTRATOR | $18K | — |
Investments
23 direct securities · 1 pooled fund· $9.0M(100% 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
$8.8M
23 holdings
Common Collective Trust
$106K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock LifePath Index 2045 Fund Class K Mutual funds | — | — | — | $2.6M | 29.1% | |
| Fidelity 500 Index Fund Mutual funds | — | — | — | $1.2M | 13.2% | |
| Blackrock LifePath Index 2035 Fund Class K Mutual funds | — | — | — | $1.1M | 12.7% | |
| Blackrock LifePath Index 2040 Fund Class K Mutual funds | — | — | — | $746K | 8.3% | |
| Blackrock LifePath Index 2050 Fund Class K Mutual funds | — | — | — | $562K | 6.3% | |
| Blackrock LifePath Index 2055 Fund Class K Mutual funds | — | — | — | $507K | 5.7% | |
| Blackrock LifePath Index 2030 Fund Class K Mutual funds | — | — | — | $456K | 5.1% | |
| BlackRock LifePath Index Retirement Fund Class K Mutual funds | — | — | — | $308K | 3.4% | |
| JP Morgan Core Bond Fund R6 Mutual funds | — | — | — | $284K | 3.2% | |
| MFS Growth Fund R6 Mutual funds | — | — | — | $215K | 2.4% | |
| Blackrock LifePath Index 2060 Fund Class K Mutual funds | — | — | — | $131K | 1.5% | |
| Fidelity Mid Cap Index Fund Mutual funds | — | — | — | $123K | 1.4% | |
| Vanguard Equity-Income Fund Admiral Shares Mutual funds | — | — | — | $118K | 1.3% | |
| GALLIARD STABLE RETURN FD C GALLIARD CAPITAL MANAGEMENT · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $106K | 1.2% | |
| Columbia Small Cap Growth Fund Institutional 3 Class Mutual funds | — | — | — | $92K | 1.0% | |
| Fidelity Small Cap Index Fund Mutual funds | — | — | — | $86K | 1.0% | |
| 10.50% maturing through 2029 $ - | — | — | — | $78K | 0.9% | |
| MFS International Diversification Fund R6 Mutual funds | — | — | — | $63K | 0.7% | |
| Fidelity International Index Fund Mutual funds | — | — | — | $54K | 0.6% | |
| Blackrock LifePath Index 2065 Fund Class K Mutual funds | — | — | — | $45K | 0.5% | |
| Cohen & Steers Real Estate Securities Z Mutual funds | — | — | — | $27K | 0.3% | |
| JP Morgan US Government Money Market Fund Mutual funds | — | — | — | $18K | 0.2% | |
| American Century Small Cap Value Fund Investor Class Mutual funds | — | — | — | $4K | <0.1% | |
| Victory Sycamore Established Value Fund Class R6 Mutual funds | — | — | — | $1K | <0.1% |
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