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Original filing (PDF)20251010094938NAL0007891601001
DTIQ TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
DTIQ TECHNOLOGIES, INC. GROUP MEDICAL PLAN
Health & welfare plan
Signals · 3
100% in single holding~38768 bps in Sched C feesNo recordkeeper disclosed
Active participants
122
Accounts w/ balance
—
Plan assets (EOY)
$17K
Net assets (EOY)
-$116K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Interest-Bearing Checking Account * UMB Bank, N.A. UMB Commercial Performance Checking" is 100% of plan.
- 38768 bps in Schedule C fees — 24437% above peer band of 158 bps.
- 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
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
EMC CPAS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENECON GROUP | 23-1315351 | — | BROKER | $41K | — |
| ASHBROOK-CLEVIDENCE, INC. | 87-2770940 | — | BROKER | $1K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERITAIN HEALTH, AN AETNA COMPANY | 16-1264154 | — | ADMIN | $13K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $9K | — |
Investments
1 direct security· $16K(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Interest-Bearing Checking Account * UMB Bank, N.A. UMB Commercial Performance Checking | — | — | $16K | $16K | 98.2% |
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