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Original filing (PDF)20251015130639NAL0004929969001
DEVELOPMENTAL DISABILITIES RESOURCE CENTER
Form 5500
FILING_RECEIVED
DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
243
Accounts w/ balance
289
Plan assets (EOY)
$24.5M
Net assets (EOY)
$24.5M
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEVELOPMENTAL DISABILITIES RESOURCE CENTER.
Plan sponsor
Name
DEVELOPMENTAL DISABILITIES RESOURCE CENTER
EIN
84-6035455
Address
11177 WEST 8TH AVE. · SUITE 300 · LAKEWOOD, CO · 80215
Phone
(303) 462-6679
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
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
LOGAN, THOMAS AND JOHNSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | 74-2715820 | WACO, TX | RECORDKEEPER | $15K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS, LLC | — | GREENWOOD VILLAGE, CO | NONE | $0 | — |
| MATRIX FINANCIAL SOLUTIONS, INC. | 20-1591048 | — | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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