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Original filing (PDF)20250910170938NAL0013300883001
DUDEK
Form 5500
FILING_RECEIVED
DUDEK 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
908
Accounts w/ balance
1,032
Plan assets (EOY)
$90.7M
Net assets (EOY)
$90.7M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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 (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DUDEK.
Plan sponsor
Name
DUDEK
EIN
95-3873865
Address
605 THIRD STREET · ENCINITAS, CA · 920243513
Phone
(760) 942-5147
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
2025-09-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
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)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | — | TAMPA, FL | CONSULTANT | $25K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | THIRD PARTY ADMINISTRATOR | $56K | — |
Investments
32 direct securities · 1 pooled fund· $90.7M(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
$87.7M
32 holdings
Common Collective Trust
$3.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $12.3M | 13.6% | |
| Retirement 2040 I Class Mutual Fund | — | — | — | $6.8M | 7.5% | |
| Retirement 2035 I Class Mutual Fund | — | — | — | $6.2M | 6.9% | |
| Trp Communications & Tech Fund Mutual Fund | — | — | — | $6.0M | 6.7% | |
| Retirement 2045 I Class Mutual Fund | — | — | — | $5.8M | 6.4% | |
| Harbor Capital App Retirement Mutual Fund | — | — | — | $5.5M | 6.1% | |
| Retirement 2050 I Class Mutual Fund | — | — | — | $5.5M | 6.1% | |
| Retirement 2030 I Class Mutual Fund | — | — | — | $4.0M | 4.5% | |
| Retirement 2055 I Class Mutual Fund | — | — | — | $3.8M | 4.2% | |
| Invesco Small Cap Value R6 Mutual Fund | — | — | — | $3.4M | 3.8% | |
| Victory Sycamore Establis Mutual Fund | — | — | — | $3.1M | 3.4% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.0M | 3.3% | |
| Vanguard Small Cap Index, Adm Mutual Fund | — | — | — | $2.8M | 3.1% | |
| Columbia Dividend Income Inst3 Mutual Fund | — | — | — | $2.6M | 2.8% | |
| Janus Henderson Enterprise N Mutual Fund | — | — | — | $2.5M | 2.8% | |
| Loomis Sayles Inv Grade Bond N Mutual Fund | — | — | — | $2.5M | 2.8% | |
| Retirement 2060 I Class Mutual Fund | — | — | — | $2.2M | 2.4% | |
| Retirement 2025 I Class Mutual Fund | — | — | — | $2.0M | 2.2% | |
| Fidelity Advisor High Income Mutual Fund | — | — | — | $1.7M | 1.9% | |
| Clearbridge Intl Growth Is Mutual Fund | — | — | — | $1.4M | 1.5% | |
| Vanguard Mid-Cap Ind- Admiral Mutual Fund | — | — | — | $1.4M | 1.5% | |
| Retirement 2020 I Class Mutual Fund | — | — | — | $1.2M | 1.3% | |
| Vanguard Ttl Int Stock Ind Adm Mutual Fund | — | — | — | $977K | 1.1% | |
| with maturities through February 2047 | — | — | — | $777K | 0.9% | |
| Retirement 2065 I Class Mutual Fund | — | — | — | $621K | 0.7% | |
| Jpm Small Cap Growth R6 Mutual Fund | — | — | — | $516K | 0.6% | |
| Pgim Global Real Estate R6 Mutual Fund | — | — | — | $513K | 0.6% | |
| New Alternatives Investor Mutual Fund | — | — | — | $508K | 0.6% | |
| T Rowe Price Government Money Mutual Fund | — | — | — | $294K | 0.3% | |
| Retirement Balanced I Class Mutual Fund | — | — | — | $253K | 0.3% | |
| Retirement 2015 I Class Mutual Fund | — | — | — | $191K | 0.2% | |
| Retirement 2005 I Class Mutual Fund | — | — | — | $64K | <0.1% | |
| Retirement 2010 I Class Mutual Fund | — | — | — | $55K | <0.1% |