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Original filing (PDF)20251009160224NAL0003736739001
DESIMONE CONSULTING ENGINEERING, D.P.C.
Form 5500
FILING_RECEIVED
DESIMONE CONSULTING ENGINEERING 401(K) PLAN
401(k) retirement plan
Active participants
338
Accounts w/ balance
492
Plan assets (EOY)
$51.2M
Net assets (EOY)
$51.2M
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)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 51% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DESIMONE CONSULTING ENGINEERING, D.P.C..
Plan sponsor
Name
DESIMONE CONSULTING ENGINEERING, D.P.C.
EIN
85-3062324
Address
140 BROADWAY FL 25 · NEW YORK, NY · 100051142
Phone
(212) 532-2211
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-09
Pension benefit codes
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)
3B · Covers self-employed individuals
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ANCHIN BLOCK & ANCHIN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $37K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY PLAN PARTNERS | 81-2872393 | — | ADVISOR | $67K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $19K | — |
Investments
33 direct securities· $51.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Instl Prem Fund | — | — | — | $5.8M | 11.4% | |
| Fidelity Freedom Index 2045 Instl Prem Fund | — | — | — | $5.7M | 11.2% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $5.7M | 11.1% | |
| Fidelity Freedom Index 2050 Instl Prem Fund | — | — | — | $5.5M | 10.8% | |
| Fidelity Freedom Index 2040 Instl Prem Fund | — | — | — | $5.3M | 10.4% | |
| Fidelity Freedom Index 2055 Instl Prem Fund | — | — | — | $4.0M | 7.7% | |
| JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $3.4M | 6.7% | |
| Fidelity Freedom Index 2030 Instl Prem Fund | — | — | — | $2.6M | 5.1% | |
| Fidelity Freedom Index 2025 Instl Prem Fund | — | — | — | $1.6M | 3.1% | |
| Fidelity Freedom Index 2060 Instl Prem Fund | — | — | — | $1.3M | 2.6% | |
| TCW MW TOT RTN BD | — | — | — | $1.2M | 2.3% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $1.1M | 2.2% | |
| Vanguard equity inc adm | — | — | — | $985K | 1.9% | |
| Fidelity International Index Fund | — | — | — | $915K | 1.8% | |
| FH MDT MID CAP GR R6 | — | — | — | $837K | 1.6% | |
| MFS International Intrisic Value R6 | — | — | — | $582K | 1.1% | |
| American Fund New World | — | — | — | $580K | 1.1% | |
| Fidelity Freedom Index 2020 Instl Prem Fund | — | — | — | $531K | 1.0% | |
| Notes receivable from participants (at 4.25% - 9.50% maturing 2025 through 2041) | — | — | — | $510K | 1.0% | |
| Fidelity Mid-Cap Stock Fund | — | — | — | $497K | 1.0% | |
| Fidelity Freedom Index 2065 Instl Prem Fund | — | — | — | $493K | 1.0% | |
| Victory Sycamore Established Value R6 | — | — | — | $358K | 0.7% | |
| Prudential Guaranteed Income Fund | — | — | — | $297K | 0.6% | |
| Fidelity Government Money Market | — | — | — | $288K | 0.6% | |
| Fidelity Freedom Index 2010 Instl Prem Fund | — | — | — | $230K | 0.4% | |
| LD ABT High Yield R6 | — | — | — | $200K | 0.4% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $189K | 0.4% | |
| Fidelity Freedom Index 2015 Instl Prem Fund | — | — | — | $93K | 0.2% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | — | — | — | $84K | 0.2% | |
| Fidelity Freedom Index Income | — | — | — | $52K | 0.1% | |
| Vanguard LifeStrategy Income | — | — | — | $38K | <0.1% | |
| Vanguard LifeStrategy Moderate Growth Fund | — | — | — | $12K | <0.1% | |
| Vanguard LifeStrategy Continuous Growth | — | — | — | $8K | <0.1% |
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