Original filing (PDF)20250710135520NAL0008751936003

DANA DISTRIBUTORS, INC.

Name: DANA DISTRIBUTORS, INC. — DANA DISTRIBUTORS, INC. 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: DANA DISTRIBUTORS, INC.

Form 5500-SF

FILING_RECEIVED

DANA DISTRIBUTORS, INC. 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

132

Accounts w/ balance

113

Plan assets (EOY)

$17.6M

Net assets (EOY)

$17.6M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DANA DISTRIBUTORS, INC..

Plan sponsor

Name

DANA DISTRIBUTORS, INC.

EIN

14-1514305

Address

52 HATFIELD LANE · GOSHEN, NY · 10924

Phone

(845) 294-4100

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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