· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DNX MANAGEMENT COMPANY — DNX MANAGEMENT COMPANY RETIREMENT TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251008073444NAL0009320016001
DNX MANAGEMENT COMPANY
Form 5500-SF
FILING_RECEIVED
DNX MANAGEMENT COMPANY RETIREMENT TRUST
401(k) retirement plan
Active participants
11
Accounts w/ balance
14
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DNX MANAGEMENT COMPANY
.
Find decision makers
Plan sponsor
Name
DNX MANAGEMENT COMPANY
EIN
86-2657954
Address
55 EAST 3RD AVENUE · SAN MATEO, CA · 94401
Phone
(408) 718-7213
Industry
Professional & Technical Services
see 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
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
PROCLEARED LLC
PROCLEARED 401(K) PLAN
$3.5M · 29 participants
PILOT44 INNOVATION LABS
PILOT44 INNOVATION LABS 401(K) SAVINGS PLAN
$3.5M · 27 participants
ACAP, LLC
ACAP, LLC 401(K) PLAN
$3.5M · 13 participants
PAYNE ADVISORY, LLC
PAYNE ADVISORY LLC 401(K) PLAN
$3.5M · 16 participants
KENNELL AND ASSOCIATES INC
KENNELL AND ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST
$3.5M · 28 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
AMERICAN BUSINESS SOLUTIONS IN
AMERICAN BUSINESS SOLUTIONS IN 401 K PROFIT SHARING PLAN TRUST
$3.5M · 80 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
