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Original filing (PDF)20251015170452NAL0002678051001
DTIQ TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
DTIQ 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
172
Accounts w/ balance
342
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DTIQ TECHNOLOGIES, INC..
Plan sponsor
Name
DTIQ TECHNOLOGIES, INC.
EIN
95-4716128
Address
111 SPEEN STREET · SUITE 550 · FRAMINGHAM, MA · 01701
Phone
(551) 296-9906
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
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CALVETTI FERGUSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $33K | — |
| RETIREMENT RESOURCES INVESTMENT GRO | 04-3464764 | — | NONE | $8K | — |
Investments
29 direct securities · 1 pooled fund· $7.6M(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
$7.2M
29 holdings
Common Collective Trust
$428K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $942K | 12.4% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $560K | 7.4% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $524K | 6.9% | |
| T. Rowe Price Retirement 2030 I T .Rowe Price 0 | — | — | — | $521K | 6.9% | |
| T. Rowe Price Retirement 2050 I T .Rowe Price 0 | — | — | — | $439K | 5.8% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $428K | 5.6% | |
| T. Rowe Price Retirement 2045 I T .Rowe Price 0 | — | — | — | $388K | 5.1% | |
| Principal MidCap S&P 400 Index R6 Principal 0 | — | — | — | $330K | 4.4% | |
| T. Rowe Price Retirement 2025 I T .Rowe Price 0 | — | — | — | $329K | 4.3% | |
| T. Rowe Price Retirement 2040 I T .Rowe Price 0 | — | — | — | $327K | 4.3% | |
| T. Rowe Price Retirement 2055 I T .Rowe Price 0 | — | — | — | $309K | 4.1% | |
| Fidelity International Index Fidelity 0 | — | — | — | $250K | 3.3% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $248K | 3.3% | |
| DFA Emerging Markets Portfolio Inst DFA 0 | — | — | — | $244K | 3.2% | |
| JPMorgan Government Bond R6 JP Morgan 0 | — | — | — | $203K | 2.7% | |
| Fidelity Total Bond K6 Fidelity 0 | — | — | — | $171K | 2.3% | |
| DFA Intl Small Company Port Instl DFA 0 | — | — | — | $169K | 2.2% | |
| Fidelity Advisor Strategic Income Z Fidelity 0 | — | — | — | $160K | 2.1% | |
| T. Rowe Price Retirement 2035 I T .Rowe Price 0 | — | — | — | $158K | 2.1% | |
| T. Rowe Price Retirement 2060 I T .Rowe Price 0 | — | — | — | $151K | 2.0% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $144K | 1.9% | |
| Principal SmallCap S&P 600 Index R6 Principal 0 | — | — | — | $117K | 1.5% | |
| DFA Emerging Mkts Small Cap Port I DFA 0 | — | — | — | $115K | 1.5% | |
| American Eupac R6 American Eupac 0 | — | — | — | $91K | 1.2% | |
| MFS Mid Cap Growth R6 MFS 0 | — | — | — | $78K | 1.0% | |
| T. Rowe Price Retirement 2065 I T .Rowe Price 0 604 Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $53K | 0.7% | |
| Vanguard Explorer Adm Vanguard 0 | — | — | — | $52K | 0.7% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $50K | 0.7% | |
| T. Rowe Price Retirement 2020 I T .Rowe Price 0 | — | — | — | $36K | 0.5% | |
| T. Rowe Price Retirement 2005 I T .Rowe Price 0 | — | — | — | $6K | <0.1% |
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