Original filing (PDF)20251009153017NAL0006807937001

D.F. KING & CO., INC.

Name: D.F. KING & CO., INC. — D.F. KING & CO., INC. PENSION PLAN, Form 5500 (2024)
Creator: D.F. KING & CO., INC.

Form 5500

FILING_RECEIVED

D.F. KING & CO., INC. PENSION PLAN

Defined-benefit pension plan

Signals · 1

32% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$14.2M

Net assets (EOY)

$14.2M

How this plan invests

This plan

12 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for D.F. KING & CO., INC..

Plan sponsor

Name

D.F. KING & CO., INC.

EIN

13-2590221

Address

48 WALL STREET · NEW YORK, NY · 100052903

Phone

(212) 269-5550

Industry

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

2025-10-09

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

GRAY, GRAY & GRAY, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MMA ASSET MANAGEMENT LLC	27-0845548	—	NONE	$48K	—

Investments

12 direct securities· $13.4M(94% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Total Bond Market	—	—	$4.9M	$4.3M	30.4%
Vanguard Short Term Bnd	—	—	$2.4M	$2.3M	16.2%
iShares Russell 1000 Frw Etf	—	—	$353K	$1.6M	11.6%
iShares Core Msci Eafe Etf	—	—	$1.0M	$1.4M	10.0%

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