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Original filing (PDF)20251007060916NAL0002463651001
DIMPLEX THERMAL SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
DIMPLEX THERMAL SOLUTIONS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
213
Accounts w/ balance
217
Plan assets (EOY)
$14.2M
Net assets (EOY)
$14.2M
How this plan invests
This plan
11 pooled trusts
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
84
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: GREAT GRAY TRUST AMERICAN FUNDS 2035 FUND (extraction pending)]" is 31% of plan.
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIMPLEX THERMAL SOLUTIONS, INC..
Plan sponsor
Name
DIMPLEX THERMAL SOLUTIONS, INC.
EIN
95-2634230
Address
2625 EMERALD DRIVE · KALAMAZOO, MI · 49001
Phone
(269) 349-6800
Industry
Manufacturingsee 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
2025-10-07
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
PLANTE &MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M HOLDINGS SECURITIES INC | — | PORTLAND, OR | INVESTMENT ADVISOR | $33K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
11 pooled funds· $8.6M(61% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $2.7M | 19.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $1.3M | 9.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $1.0M | 7.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $943K | 6.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $867K | 6.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $770K | 5.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $452K | 3.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $375K | 2.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $141K | 1.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $32K | 0.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $13K | <0.1% |
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