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DONNELLY SERVICE GROUP, INC. — DONNELLY SERVICE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014135441NAL0001459347001
DONNELLY SERVICE GROUP, INC.
Form 5500
FILING_RECEIVED
DONNELLY SERVICE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holding
100% employer stock
Active participants
89
Accounts w/ balance
139
Plan assets (EOY)
$498K
Net assets (EOY)
$477K
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
50
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DONNELLY SERVICE GROUP, INC.
.
Find decision makers
Plan sponsor
Name
DONNELLY SERVICE GROUP, INC.
EIN
04-3257145
Address
607 NORTH AVENUE, SUITE 11 · WAKEFIELD, MA · 01880
Phone
(978) 357-5535
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUM, SMITH & BROWN, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $58K
(12% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Donnelly Service Group, Inc Common Stock
—
—
$52K
$58K
11.6%
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100
Knocking points off
Top holding "Donnelly Service Group, Inc Common Stock" is 100% of plan.
100% of plan in employer / sponsor stock.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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