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Original filing (PDF)20250915134448NAL0001037425001
DELMAR SYSTEMS, INC.
Form 5500
FILING_RECEIVED
DELMAR SYSTEMS, INC. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
84
Accounts w/ balance
139
Plan assets (EOY)
$42.6M
Net assets (EOY)
$42.6M
How this plan invests
This plan
1 pooled trust
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity US Bond Index Mutual Fund -" is 30% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELMAR SYSTEMS, INC..
Plan sponsor
Name
DELMAR SYSTEMS, INC.
EIN
94-3435860
Address
8114 HIGHWAY 90 WEST · BROUSSARD, LA · 70518
Phone
(377) 253-0151
Industry
All Other Professional 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
2025-09-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
THIBODAUX, HEBERT, DESHOTELS, LEBLA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $50K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $30K | — |
| THE MONROE VOS CONSULTING GROUP INC | — | HOUSTON, TX | OTHER | $0 | — |
Investments
13 direct securities · 1 pooled fund· $42.0M(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
$39.9M
13 holdings
Common Collective Trust
$2.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity US Bond Index Mutual Fund - | — | — | — | $12.5M | 29.2% | |
| Fidelity 500 Index Mutual Fund - | — | — | — | $6.3M | 14.8% | |
| Fidelity Large Cap Growth Index Mutual Fund - | — | — | — | $4.1M | 9.6% | |
| Vanguard Equity-Income Adm Mutual Fund - | — | — | — | $3.4M | 8.1% | |
| Harding Loevner International Eq Instl Mutual Fund - | — | — | — | $3.3M | 7.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.2M | 5.1% | |
| Fidelity Global Ex US Index Mutual Fund - | — | — | — | $2.1M | 5.0% | |
| MFS Mid Cap Growth R4 Mutual Fund - | — | — | — | $1.7M | 3.9% | |
| Fidelity Mid Cap Index Mutual Fund - | — | — | — | $1.4M | 3.3% | |
| Nuance Mid Cap Value Investor Mutual Fund - | — | — | — | $1.3M | 3.0% | |
| Loomis Sayles Small Cap Growth Instl Mutual Fund - | — | — | — | $1.1M | 2.6% | |
| Westwood Quality Smallcap Institutional Mutual Fund - | — | — | — | $1.1M | 2.6% | |
| Pimco Income Instl Mutual Fund - | — | — | — | $913K | 2.1% | |
| Fidelity Small Cap Index Mutual Fund - | — | — | — | $627K | 1.5% |
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