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Original filing (PDF)20251013150353NAL0002254640001
DBM GLOBAL INC.
Form 5500
FILING_RECEIVED
DBM GLOBAL, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,128
Accounts w/ balance
2,382
Plan assets (EOY)
$137.9M
Net assets (EOY)
$137.9M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 26 bps in Schedule C fees — 159% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DBM GLOBAL INC..
Plan sponsor
Name
DBM GLOBAL INC.
EIN
86-1033353
Address
3020 E. CAMELBACK RD., · SUITE 100 · PHOENIX, AZ · 85016
Phone
(602) 452-4420
Industry
Constructionsee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MANSPERGER PATTERSON & MCMULLIN PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $349K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANSPERGER PATTERSON & M | 86-0751928 | — | ACCOUNTANT | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
28 direct securities · 1 pooled fund· $137.8M(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
$128.8M
27 holdings
Common Collective Trust
$7.8M
1 holding
Mutual Funds
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 19 Vanguard Institutional Target Retirement 2030 Fund | — | — | — | $14.5M | 10.5% | |
| 21 Vanguard Institutional Target Retirement 2040 Fund | — | — | — | $14.1M | 10.2% | |
| 18 Vanguard Institutional Target Retirement 2025 Fund | — | — | — | $11.4M | 8.3% | |
| 20 Vanguard Institutional Target Retirement 2035 Fund | — | — | — | $10.4M | 7.5% | |
| 22 Vanguard Institutional Target Retirement 2045 Fund | — | — | — | $9.8M | 7.1% | |
| 17 Vanguard Institutional Target Retirement 2020 Fund | — | — | — | $9.1M | 6.6% | |
| 23 Vanguard Institutional Target Retirement 2050 Fund | — | — | — | $8.3M | 6.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $7.8M | 5.7% | |
| 5 Fidelity 500 Index Fund | — | — | — | $7.3M | 5.3% | |
| 24 Vanguard Institutional Target Retirement 2055 Fund | — | — | — | $5.4M | 3.9% | |
| 13 MainStay Winslow Large Cap Growth Fund | — | — | — | $4.4M | 3.2% | |
| Self Directed Brokerage Account 2 N/A Self Directed Brokerage Account | — | — | — | $3.4M | 2.5% | |
| 12 JP Morgan JPMorgan US Equity Fund | — | — | — | $3.3M | 2.4% | |
| Participant Loans Interest Rates Ranging from 4.25% to 9.50% | — | — | — | $3.1M | 2.3% | |
| 25 Vanguard Institutional Target Retirement 2060 Fund | — | — | — | $3.1M | 2.2% | |
| 10 John Hancock John Hancock Disciplined Value Mid Cap Fund | — | — | — | $2.7M | 1.9% | |
| 28 Vanguard Institutional Target Retirement Income Fund | — | — | — | $2.6M | 1.9% | |
| 15 MFS Value Fund | — | — | — | $2.5M | 1.8% | |
| 14 MFS Global Growth Fund | — | — | — | $2.3M | 1.7% | |
| 11 JP Morgan JPMorgan Mid Cap Growth Fund | — | — | — | $2.1M | 1.5% | |
| 4 Dodge and Cox Dodge & Cox Income X Fund | — | — | — | $2.0M | 1.5% | |
| 16 T Rowe Price T Rowe Price Small-Cap Stock Fund Inc | — | — | — | $1.6M | 1.2% | |
| 7 Fidelity Mid Cap Index Fund | — | — | — | $1.5M | 1.1% | |
| 6 Fidelity Global ex US Index Fund | — | — | — | $1.2M | 0.9% | |
| s 3 The American Funds Am Fds EuroPacific Growth | Mutual Funds | — | — | $1.2M | 0.9% | |
| 8 Fidelity Small Cap Index Fund | — | — | — | $1.1M | 0.8% | |
| 9 Fidelity US Bond Index | — | — | — | $1.1M | 0.8% | |
| 26 Vanguard Institutional Target Retirement 2065 Fund | — | — | — | $441K | 0.3% | |
| 27 Vanguard Institutional Target Retirement 2070 Fund | — | — | — | $154K | 0.1% |
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