Back to filter
Original filing (PDF)20250911070102NAL0000088147001
DFS GROUP L.P. DFS U.S. GROUP
Form 5500
FILING_RECEIVED
DFS GROUP LIMITED SEVERANCE BENEFIT PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
919
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DFS GROUP L.P. DFS U.S. GROUP.
Plan sponsor
Name
DFS GROUP L.P. DFS U.S. GROUP
EIN
94-3021357
Address
330 ROYAL HAWAIIAN AVENUE SUITE 350 · HONOLULU, HI · 96815
Phone
(866) 361-4636
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Welfare benefit codes
4I · Severance Pay
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Retail Trade plans
CC ADVANCED HEALTH
CC ADVANCED HEALTH 401(K) PLAN
$0
READY SET CONFETTI
READY SET CONFETTI 401K PLAN
$0
ONE FRESH STOP LLC
ONE FRESH STOP LLC 401(K) PLAN
$0
JERROLS INC MEDOVA LIFESTYLE HEALTH CARE
JERROLS INC MEDOVA LIFESTYLE HEALTH CARE
$0
COASTAL AUTOMOTIVE MANAGEMENT
COASTAL AUTOMOTIVE MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST
$0 · 1 participants
TILE & MARBLE GALAXY INC
TILE & MARBLE GALAXY INC 401(K) PROFIT SHARING PLAN & TRUST
$0
Large plans in Hawaii
THE QUEEN'S HEALTH SYSTEMS
THE QUEEN'S HEALTH SYSTEMS RETIREMENT SAVINGS PLAN
$2.0B · 9,266 participants
HAWAIIAN ELECTRIC INDUSTRIES, INC.
RETIREMENT PLAN FOR EMPLOYEES OF HAWAIIAN ELECTRIC INDUSTRIES, INC. AND PARTICIPATING SUBSIDIARIES
$1.9B · 2,139 participants
HAWAI'I PACIFIC HEALTH
HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN
$1.5B · 7,654 participants
HAWAIIAN ELECTRIC INDUSTRIES, INC.
HAWAIIAN ELECTRIC INDUSTRIES RETIREMENT SAVINGS PLAN AND AMERICAN SAVINGS BANK 401(K) PLAN MASTER TRUST
$967.1M
BANK OF HAWAII
BANK OF HAWAII RETIREMENT SAVINGS PLAN
$819.9M · 1,861 participants
HAWAIIAN ELECTRIC INDUSTRIES, INC.
HAWAIIAN ELECTRIC INDUSTRIES RETIREMENT SAVINGS PLAN
$780.7M · 2,688 participants
