Back to filter
Original filing (PDF)20251008095917NAL0009525040002
D'AMATO CONVERSANO, INC., P.C.
Form 5500
FILING_RECEIVED
DCI ENGINEERS 401(K) RETIREMENT PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
299
Accounts w/ balance
376
Plan assets (EOY)
$45.9M
Net assets (EOY)
$45.9M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for D'AMATO CONVERSANO, INC., P.C..
Plan sponsor
Name
D'AMATO CONVERSANO, INC., P.C.
DBA
DCI ENGINEERS
EIN
91-1403544
Address
1700 7TH AVENUE, SUITE 1700 · SEATTLE, WA · 98101
Phone
(206) 332-1900
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
2025-10-08
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)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS | 06-1397347 | GLASTONBURY, CT | NONE | $45K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $8K | — |
| USI CONSULTING GROUP | 06-1053228 | GLASTONBURY, CT | NONE | $2K | — |
| CHARLES SCHWAB & CO., INC. | 82-3967259 | — | NONE | $0 | — |
Investments
35 direct securities · 1 pooled fund· $45.5M(99% 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
$43.9M
35 holdings
Common Collective Trust
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMORGAN LARGE CAP GROWTH R6 Registered investment company | — | — | — | $5.9M | 12.9% | |
| VANGUARD 500 INDEX F Registered investment company | — | — | — | $5.0M | 10.9% | |
| DFA INTL LARGE CAP GWTH INST Registered investment company | — | — | — | $2.5M | 5.4% | |
| AMERICAN MUTAL FUND R6 Registered investment company | — | — | — | $2.3M | 5.1% | |
| VANGUARD MID CAP INDEX FUND ADMIRAL Registered investment company | — | — | — | $2.1M | 4.6% | |
| VANGUARD SMALL CAP INDEX ADMIRAL SH Registered investment company | — | — | — | $2.0M | 4.3% | |
| DODGE & COX INCOME F Registered investment company | — | — | — | $1.7M | 3.7% | |
| T ROWE PRICE NEW HORIZONS FUND Registered investment company | — | — | — | $1.7M | 3.6% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.6M | 3.6% | |
| VANGUARD TARGET RETIREMENT 2055 INV Registered investment company | — | — | — | $1.6M | 3.5% | |
| VANGUARD TARGET RETIREMENT 2050 FD I Registered investment company | — | — | — | $1.6M | 3.4% | |
| VANGUARD TARGET RETIREMENT 2060 INV Registered investment company | — | — | — | $1.6M | 3.4% | |
| PARNASSUS CORE EQTY FD INST Registered investment company | — | — | — | $1.5M | 3.4% | |
| VANGUARD MID CAP VALINDEX ADMIRAL Registered investment company | — | — | — | $1.4M | 3.0% | |
| DFA EMERGING MKTS PORT INSTL Registered investment company | — | — | — | $1.3M | 2.7% | |
| VANGUARD REAL ESTATE IN FD ADM SHRS Registered investment company | — | — | — | $1.1M | 2.5% | |
| DFA INTL SMALL CO PORT INSTL Registered investment company | — | — | — | $1.1M | 2.4% | |
| VANGUARD TARGET RETIREMENT 2025 FD I Registered investment company | — | — | — | $991K | 2.2% | |
| VANGUARD MID-CAP GROWTH INDEX ADMIRA Registered investment company | — | — | — | $984K | 2.1% | |
| VANGUARD SMALL CAP GROWTH INDEX ADMI Registered investment company | — | — | — | $948K | 2.1% | |
| DFA US SMALL CAP VALUE PORT INSTL Registered investment company | — | — | — | $759K | 1.7% | |
| VANGUARD TOTAL INTL BD INDEX ADMIRAL Registered investment company | — | — | — | $689K | 1.5% | |
| VANGUARD SHORT-TERM INVST GRADE ADM Registered investment company | — | — | — | $684K | 1.5% | |
| DFA INTL SUSTAIN CORE 1 PORT INSTL Registered investment company | — | — | — | $673K | 1.5% | |
| DFA INFLATION PROTECT SEC PORT INSTL Registered investment company | — | — | — | $647K | 1.4% | |
| VANGUARD TARGET RETIREMENT 2035 FD I Registered investment company | — | — | — | $634K | 1.4% | |
| VANGUARD TARGET RETIREMENT 2045 FD I Registered investment company | — | — | — | $594K | 1.3% | |
| AMERICAN FD AMERICAN BAL FD R6 Registered investment company | — | — | — | $517K | 1.1% | |
| DFA US MICRO CAP PORT INSTL Registered investment company | — | — | — | $416K | 0.9% | |
| VANGUARD TARGET RETIREMENT 2065 Registered investment company | — | — | — | $333K | 0.7% | |
| VANGUARD TARGET RETIREMENT 2040 FD I Registered investment company | — | — | — | $323K | 0.7% | |
| maturing through November 2036 -0- | — | — | — | $143K | 0.3% | |
| VANGUARD TARGET RETIREMENT 2030 FD I Registered investment company | — | — | — | $113K | 0.2% | |
| VANGUARD TARGET RETIREMENT 2020 FD I Registered investment company | — | — | — | $67K | 0.1% | |
| VANGUARD TARGET RETIREMENT INCM INV Registered investment company ** 107 * SCHWAB BANK SWEEP Money market account | — | — | — | $28K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2070 FUND Registered investment company | — | — | — | $11K | <0.1% |