· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DMS HOLDINGS, INC. — DMS RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250714101553NAL0001506000001
DMS HOLDINGS, INC.
Form 5500-SF
FILING_RECEIVED
DMS RETIREMENT PLAN
401(k) retirement plan
Active participants
52
Accounts w/ balance
29
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
86
/ 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
DMS HOLDINGS, INC.
.
Find decision makers
Plan sponsor
Name
DMS HOLDINGS, INC.
EIN
87-0834902
Address
P.O. BOX 19539 · JOHNSTON, RI · 02919
Phone
(401) 649-4900
Industry
Transportation & Warehousing
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
2025-07-14
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Transportation & Warehousing plans
WISCHMEIER COMPANIES INC
WISCHMEIER COMPANIES INC 401(K) RETIREMENT PLAN
$1.5M · 102 participants
SHAMROCK CARTAGE INC
SHAMROCK CARTAGE INC 401K
$1.5M · 230 participants
QUINCON INC.
QUINCON RETIREMENT SAVINGS PLAN
$1.5M · 39 participants
CKJ TRANSPORT OF NORTH TEXAS LLC
CKJ TRUCKING 401(K) PLAN
$1.5M · 92 participants
BAILEY AND SON TRUCKING INC. DBA
BAILEY AND SON TRUCKING INC. DBA/2 MEN AND A TRUCK 401K PLAN
$1.5M · 408 participants
80
Knocking points off
56% balance-to-active ratio — below typical for a healthy 401(k).
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.
BOYER-ROSENE MOVING AND STORAGE, INC.
BOYER-ROSENE MOVING AND STORAGE, INC. PROFIT SHARING PLAN FOR UNION EMPLOYEES
$1.5M · 16 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B
