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Original filing (PDF)20250724133514NAL0013630434001
DEWEY SERVICES, INC.
Form 5500
FILING_RECEIVED
DEWEY SERVICES, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
435
Accounts w/ balance
573
Plan assets (EOY)
$22.3M
Net assets (EOY)
$22.3M
How this plan invests
This plan
6 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 59 bps in Schedule C fees — 102% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEWEY SERVICES, INC..
Plan sponsor
Name
DEWEY SERVICES, INC.
EIN
95-3152289
Address
939 E UNION ST · PASADENA, CA · 911061716
Phone
(626) 568-9248
Industry
Other Services (ex. Public Admin)see 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
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WEINBERG & COMPANY P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $131K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCF INSURANCE SERVICES OF THE WEST | 82-1368960 | — | OTHER SERVICES | $0 | — |
Investments
29 direct securities · 6 pooled funds· $22.2M(100% 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
$18.2M
29 holdings
Pooled Separate Account
$3.0M
5 holdings
Common Collective Trust
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Service Company Registered Investment Company Am Funds Mod Gr and In Port R6 | — | — | — | $3.8M | 17.1% | |
| T. Rowe Price Funds Registered Investment Company T. ROWE PRICE RTMT 2030 I FD | — | — | — | $2.2M | 10.0% | |
| Alger Registered Investment Company Alger Capital App Instl Y Fund | — | — | — | $2.2M | 9.7% | |
| MFS Investment Management Registered Investment Company MFS Core Equity R6 Fund | — | — | — | $1.4M | 6.3% | |
| Principal Life Insurance Company Insurance Company General Guaranteed Interest | — | — | — | $1.2M | 5.2% | |
| BLACKROCK RUSS 2000 IDX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $1.0M | 4.5% | |
| T. Rowe Price Funds Registered Investment Company T. ROWE PRICE RTMT 2020 I FD | — | — | — | $908K | 4.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $855K | 3.8% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $831K | 3.7% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $792K | 3.6% | |
| Oakmark Registered Investment Company Oakmark International R6 Fund | — | — | — | $762K | 3.4% | |
| T. Rowe Price Funds Registered Investment Company T. ROWE PRICE RTMT 2025 I FD | — | — | — | $705K | 3.2% | |
| Oppenheimer Registered Investment Company Inv Dev Mark R6 Fd | — | — | — | $640K | 2.9% | |
| PGIM Investments Registered Investment Company PGIM Total Ret Bond R6 Fd | — | — | — | $601K | 2.7% | |
| SEI TRUST COMPANY Registered Investment Company Allspring Spec M Cap Value R6 | — | — | — | $582K | 2.6% | |
| American Funds Service Company Registered Investment Company Am Funds Grwth and Inc Port R6 | — | — | — | $462K | 2.1% | |
| T. Rowe Price Funds Registered Investment Company T. ROWE PRICE RTMT 2040 I FD | — | — | — | $461K | 2.1% | |
| Notes receivable from participants (due through 2034; interest of 5.25% to 10.50% per annum) | — | — | — | $457K | 2.1% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $321K | 1.4% | |
| T. Rowe Price Funds Registered Investment Company T. ROWE PRICE RTMT 2035 I FD | — | — | — | $274K | 1.2% | |
| T. Rowe Price Funds Registered Investment Company T. ROWE PRICE RTMT 2045 I FD | — | — | — | $273K | 1.2% | |
| American Funds Service Company Registered Investment Company Am Funds Infla Linked Bd R6 Fd | — | — | — | $250K | 1.1% | |
| Sentinel Registered Investment Company Touchstone Sm Company R6 Fund | — | — | — | $219K | 1.0% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $171K | 0.8% | |
| MFS Investment Management Registered Investment Company MFS Value R6 Fund | — | — | — | $159K | 0.7% | |
| American Century Investments Registered Investment Company Amer Cent Equity Inc R6 Fund | — | — | — | $136K | 0.6% | |
| T. Rowe Price Funds Registered Investment Company T. ROWE PRICE RTMT 2050 I FD | — | — | — | $121K | 0.5% | |
| T. Rowe Price Funds Registered Investment Company T. ROWE PRICE RTMT 2055 I FD | — | — | — | $98K | 0.4% | |
| T. Rowe Price Funds Registered Investment Company T. ROWE PRICE RTMT 2015 I FD | — | — | — | $84K | 0.4% | |
| The American Funds Registered Investment Company American Funds NewPrsp R6 Fnd | — | — | — | $78K | 0.4% | |
| (E) | — | — | — | $78K | 0.4% | |
| T. Rowe Price Funds Registered Investment Company T. ROWE PRICE RTMT 2060 I FD | — | — | — | $40K | 0.2% | |
| (E) | — | — | — | $35K | 0.2% | |
| T. Rowe Price Funds Registered Investment Company T. ROWE PRICE RTMT 2065 I FD | — | — | — | $35K | 0.2% | |
| T. Rowe Price Funds Registered Investment Company T. ROWE PRICE RTMT 2010 I FD | — | — | — | $6K | <0.1% |
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