Retirement plan

D2G GROUP, LLC 401(K) PLAN

Name: D2G GROUP, LLC - D2G GROUP, LLC 401(K) PLAN (2024) Form 5500
Creator: D2G GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, D2G GROUP, LLC 401(K) PLAN, D2G GROUP, LLC

D2G GROUP, LLCEIN 84-3510758Plan #001PY 2024

81 COMMERCE DRIVE - FALL RIVER, MA 02720401-247-0333

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$8.4M

+20.2% from 2023

Total participants

324

-9.2% from 2023

Average account balance

$30,178

+28.4% from 2023

Annual return

15.60%

-3.80 pp from 2023

Benchmarks

See 1,845 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,845 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$8.36M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$30K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

277

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

72.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$808K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.60%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$128

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
THE PATRIOT FINANCIAL GROUP1 year Filed as: THE PATRIOT FINANCIAL GROUP INS AGE Service code 99 · EIN 90-0138117	Other Fees	$5,696
THE ANGELL PENSION GROUP, INC.1 year Service code 13 · EIN 04-2530412	Contract Administrator	$2,805
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID--INDEX-COMPREHENSIVE Service code 99 5440 W 110TH ST · SHAWNEE MISSION, KS 66211	Other Fees	$1,519
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$923

Plan features & details

Pension benefit codes2E2F2G2K2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$35K

$210 / participant

Other / not subdivided$35K100.0%

% of EOY assets

0.424%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MCNAMARA AND ASSOCIATES, LLC
Auditor EIN: 263429295
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,178

$78,607-61.6%

$105,624-71.4%

$74,478-59.5%

Participation rate

72.2%

72.8%-0.6pp

75.3%-3.1pp

67.2%+5.0pp

Annual return

15.60%

15.96%-0.4pp

116.20%-100.6pp

1370.56%-1355.0pp

Employer contribution / active EE

$1,095

$2,523-56.6%

$3,168-65.4%

$2,626-58.3%

Participant deferral / active EE

$3,686

$4,325-14.8%

$5,013-26.5%

$4,350-15.3%

Admin fee / account holder

$128

$2,220-94.2%

$10,961-98.8%

$1,946-93.4%

Provider

Service type

Compensation

THE PATRIOT FINANCIAL GROUP1 year

Filed as: THE PATRIOT FINANCIAL GROUP INS AGE

Service code 99 · EIN 90-0138117

Other Fees

$5,696

THE ANGELL PENSION GROUP, INC.1 year

Service code 13 · EIN 04-2530412

Contract Administrator

$2,805

IRON-CO-FID-COMPREHENSIVE2 years

Filed as: IRON-CO-FID--INDEX-COMPREHENSIVE

Service code 99

5440 W 110TH ST · SHAWNEE MISSION, KS 66211

Other Fees

$1,519

NATIONWIDE5+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$923

D2G GROUP, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

D2G GROUP, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion