Back to filter
Original filing (PDF)20251015124719NAL0002430467001
DIGITAL UNITED, LLC
Form 5500
FILING_RECEIVED
DIGITAL UNITED, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
39% in single holding
Active participants
98
Accounts w/ balance
130
Plan assets (EOY)
$20.5M
Net assets (EOY)
$20.5M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "SPDR Portfolio S&P 500 ETF Mutual Funds" is 39% of plan.
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIGITAL UNITED, LLC.
Plan sponsor
Name
DIGITAL UNITED, LLC
EIN
87-3496244
Address
525 SOUTH FLAGLER DRIVE · WEST PALM BEACH, FL · 33401
Phone
(860) 679-9332
Industry
Information / Tech / Mediasee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FRAZIER & DETTER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | 47-4872674 | NEW YORK, NY | RECORDKEEPER | $28K | — |
Investments
30 direct securities· $20.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SPDR Portfolio S&P 500 ETF Mutual Funds | — | — | — | $7.9M | 38.4% | |
| Vanguard FTSE Developed Markets Mutual Funds | — | — | — | $4.3M | 21.2% | |
| iShares Core Total US Bond Mkt ETF Mutual Funds | — | — | — | $2.6M | 12.5% | |
| Vanguard FTSE Emerging Markets Mutual Funds | — | — | — | $1.5M | 7.5% | |
| SPDR Portfolio S&P 400 Mid Cap Mutual Funds | — | — | — | $1.1M | 5.2% | |
| SPDR Portfolio S&P 600 Sm Cap ETF Mutual Funds | — | — | — | $868K | 4.2% | |
| Vanguard Total International Bond ETF Mutual Funds | — | — | — | $578K | 2.8% | |
| iShares Emerging Mkts USD Bond ETF Mutual Funds | — | — | — | $512K | 2.5% | |
| Vanguard Total Stock Market ETF Mutual Funds | — | — | — | $194K | 0.9% | |
| iShares 0-5 Year TIPS Bond ETF Mutual Funds | — | — | — | $173K | 0.8% | |
| Goldman Sachs ActiveBeta US Large Cap Equity Mutual Funds | — | — | — | $145K | 0.7% | |
| Participant Loans Interest rates of 5.25% - 9.50% | — | — | — | $130K | 0.6% | |
| Goldman Sachs TreasuryAccess 01 Year ETF Mutual Funds | — | — | — | $130K | 0.6% | |
| JPMorgan Ultra-Short Income Mutual Funds | — | — | — | $82K | 0.4% | |
| Vanguard Small-Cap Value ETF Mutual Funds | — | — | — | $57K | 0.3% | |
| Goldman Sachs ActiveBeta International Equity Mutual Funds | — | — | — | $33K | 0.2% | |
| Goldman Sachs ActiveBeta Europe Equity ETF Mutual Funds | — | — | — | $21K | 0.1% | |
| Goldman Sachs ActiveBeta Emerging Mkts Eq Mutual Funds | — | — | — | $14K | <0.1% | |
| Goldman Sachs ActiveBeta Japan Equity ETF Mutual Funds | — | — | — | $8K | <0.1% | |
| Goldman Sachs ActiveBeta US Sm Cap Eq ETF Mutual Funds | — | — | — | $7K | <0.1% | |
| Vanguard Dividend Appreciation ETF Mutual Funds | — | — | — | $5K | <0.1% | |
| Goldman Sachs Access Inv Grade Corp Bond ETF Mutual Funds | — | — | — | $5K | <0.1% | |
| Goldman Sachs Access Em Mkts USD Bond ETF Mutual Funds | — | — | — | $5K | <0.1% | |
| Vanguard LongTerm Government Bond Mutual Funds | — | — | — | $4K | <0.1% | |
| SPDR S&P Kensho New Econ Composite ETF Mutual Funds | — | — | — | $3K | <0.1% | |
| Vanguard Mid-Cap Value ETF Mutual Funds | — | — | — | $3K | <0.1% | |
| Vanguard Global ex-U.S. Real Estate ETF Mutual Funds | — | — | — | $3K | <0.1% | |
| Schwab U.S. REIT ETF Mutual Funds | — | — | — | $3K | <0.1% | |
| GraniteShares Bloomberg Cmdty Brd Strat No K-1 ETF Mutual Funds | — | — | — | $2K | <0.1% | |
| Xtrackers USD High Yield Corporate Bond Mutual Funds | — | — | — | $2K | <0.1% |
Related plans
Other plans using BETTERMENT FOR BUSINESS, LLC
EIGHT ELEVEN GROUP, LLC.
EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST
$96.0M · 4,241 participants
AGILE DEFENSE LLC
AGILE DEFENSE LLC 401(K) PLAN
$75.7M · 2,475 participants
WATCHGUARD TECHNOLOGIES, INC.
WATCHGUARD TECHNOLOGIES, INC. 401(K) PLAN
$64.4M · 320 participants
HARRY'S, INC.
HARRY'S, INC. 401(K) PLAN
$42.4M · 499 participants
GREENHOUSE SOFTWARE, INC.
GREENHOUSE SOFTWARE, INC. RETIREMENT SAVINGS PLAN
$38.2M · 588 participants
FRANCISCO PARTNERS MANAGEMENT, LP
FRANCISCO PARTNERS 401(K) PLAN
$36.9M · 130 participants
Similar-size Information / Tech / Media plans
CLARITY TELECOM, LLC DBA BLUEPEAK
CLARITY TELECOM, LLC 401(K) PLAN
$20.4M · 533 participants
ARELION U.S. INC.
ARELION U.S. INC. 401(K) PLAN
$20.6M · 89 participants
TELAID INDUSTRIES, INC.
TELAID 401(K) PLAN
$20.6M · 466 participants
VITAC CORPORATION
VITAC CORPORATION RETIREMENT SAVINGS PLAN
$20.3M · 701 participants
ASTRANIS SPACE TECHNOLOGIES CORP.
ASTRANIS SPACE TECHNOLOGIES 401(K) PLAN
$20.6M · 422 participants
AT&T INC.
AT&T PUERTO RICO PENSION BENEFIT PLAN
$20.7M · 21 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants