Original filing (PDF)20251013164856NAL0001732097001

DONCASTERS, INC.

Name: DONCASTERS, INC. — RETIREMENT PLAN OF DONCASTERS INC. APPLICABLE TO EMPLOYEES PAID IN UNITED STATES DOLLARS, Form 5500 (2024)
Creator: DONCASTERS, INC.

Form 5500

FILING_RECEIVED

RETIREMENT PLAN OF DONCASTERS INC. APPLICABLE TO EMPLOYEES PAID IN UNITED STATES DOLLARS

Defined-benefit pension plan

Signals · 1

28% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

How this plan invests

This plan

13 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

Vendor stack

Participation health

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 · 06340

Phone

(860) 677-1376

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

COHNREZNICK LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
AGILIS PARTNERS LLC	04-3513306	—	NONE	$51K	—

Investments

13 direct securities· $10.0M(93% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Hand Composite Employee Benefit Trust Unit investment trust	—	—	$3.3M	$2.8M	25.9%
IShares Core MSCI International Stock ETF Unit investment trust	—	—	$1.4M	$1.3M	11.9%
Schwab US Broad Market ETF Unit investment trust	—	—	$965K	$1.3M	11.6%
US Treasury Bond Stripped Prin P Government agency obligation	—	—	$1.3M	$802K

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