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Original filing (PDF)20251013094426NAL0000453555003
DONCASTERS, INC.
Form 5500
FILING_RECEIVED
DONCASTERS, INC. EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
651
Accounts w/ balance
904
Plan assets (EOY)
$54.6M
Net assets (EOY)
$54.6M
How this plan invests
This plan
12 pooled trusts
Schedule D
33 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 DONCASTERS, INC..
Plan sponsor
Name
DONCASTERS, INC.
EIN
13-3491053
Address
835 POQUONNOCK ROAD · GROTON, CT · 063401146
Phone
(860) 449-1603
Industry
Manufacturingsee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $82K | — |
| P SOLVE LLC | 04-3513306 | — | NONE | $10K | — |
| AGILIS PARTNERS LLC | 04-3513306 | — | NONE | $7K | — |
Investments
16 direct securities · 12 pooled funds· $59.1M(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
$32.7M
16 holdings
Common Collective Trust
$26.5M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS Growth R3 Fund Mutual fund | — | — | — | $10.3M | 18.9% | |
| Schwab S&P 500 Index Fund Mutual fund | — | — | — | $6.7M | 12.2% | |
| Galliard Stable Return Fund C Collective investment trust | — | — | — | $4.5M | 8.2% | |
| WELLS FARGO STABLE VALUE FUND C WELLS FARGO BANK N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $4.5M | 8.2% | |
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $4.2M | 7.7% | |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $3.8M | 7.0% | |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $2.3M | 4.2% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $2.2M | 4.0% | |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $2.2M | 4.0% | |
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $2.2M | 4.0% | |
| Fidelity Global Ex US Index Fund Mutual fund | — | — | — | $1.7M | 3.0% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $1.6M | 2.9% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $1.5M | 2.7% | |
| Mfs Mid Cap Growth Cl R3 Fund Mutual fund | — | — | — | $1.4M | 2.6% | |
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $1.4M | 2.6% | |
| Baird Core Plus Bond Inst Fund Mutual fund | — | — | — | $1.3M | 2.5% | |
| JPMorgan Equity Income R6 Mutual fund | — | — | — | $1.3M | 2.4% | |
| Mfs International Diversification R3 Fund Mutual fund | — | — | — | $1.2M | 2.2% | |
| maturing at various dates, secured by participant's account balance | — | — | — | $1.1M | 2.0% | |
| Victory Sycamore Established Value R Fund Mutual fund | — | — | — | $1.0M | 1.8% | |
| Fidelity Us Bond Index Fund Mutual fund | — | — | — | $602K | 1.1% | |
| American Beacon Small Cap Value Inv Fund Mutual fund | — | — | — | $526K | 1.0% | |
| Fidelity Extended Market Index Fund Mutual fund | — | — | — | $471K | 0.9% | |
| SCHWAB INDEXED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $369K | 0.7% | |
| Fidelity Small Cap Growth Fund Mutual fund | — | — | — | $329K | 0.6% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $284K | 0.5% | |
| Vanguard Inflation Protection Admiral Fund Mutual fund | — | — | — | $80K | 0.1% | |
| Personal Choice Retirement Self-directed brokerage Account | — | — | — | $37K | <0.1% |