Back to filter
Original filing (PDF)20240729111032NAL0010981235001
DNB HOLDINGS, INC
Form 5500
FILING_RECEIVED
DNB HOLDINGS, INC. 401K PLAN & TRUST
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DNB HOLDINGS, INC.
Plan sponsor
Name
DNB HOLDINGS, INC
EIN
20-1591017
Address
2900 E US HIGHWAY 40 · CLAYTON, IN · 461189353
Phone
(317) 539-2024
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-21
Filed
2024-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $21K | — |
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D. JONES & CO., LP | 43-0345811 | — | INVESTMENT ADVISOR | $13K | — |
| WILSHIRE ASSOCIATES INC (USA) | 95-2755361 | — | INVESTMENT ADVISOR | $1K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ROSE FINANCIAL GROUP, LLC | 35-2130755 | — | THIRD PARTY ADMINISTRATOR | $9K | — |
Investments
1 pooled fund· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| JOHN HANCOCK QUALIFIED SEP ACCT JOHN HANCOCK LIFE INS COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
Related plans
Other plans using JOHN HANCOCK LIFE INSURANCE COMPANY
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
$8.3B
GLAXOSMITHKLINE LLC
GLAXOSMITHKLINE CASH BALANCE PENSION PLAN
$2.9B · 7,110 participants
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ SUPPLEMENTAL
BUILDING SERVICE 32BJ SUPPLEMENTAL RETIREMENT SAVINGS PLAN
$2.3B · 89,128 participants
BOARD OF TRUSTEES, MEBA PENSION TRUST-DEFINED BENEFIT PLAN
MEBA PENSION TRUST-DEFINED BENEFIT PLAN
$927.6M · 2,436 participants
BOT OF BREWERY CONFERENCE/ANHEUSER BUSCH DEFINED BENEFIT PENSION PLAN
BREWERY CONFERENCE/ANHEUSER-BUSCH DEFINED BENEFIT PENSION PLAN
$522.2M · 729 participants
Similar-size Admin Support & Waste Mgmt plans
BLUE MOOSE PORTABLES & SEPTIC SERVICE, LLC
BLUE MOOSE 401(K) PLAN
$0
TRUCKCARE, LLC
TRUCKCARE, LLC 401(K) SAVINGS PLAN
$0
US ECOLOGY, INC.
US ECOLOGY, INC. 401(K) SAVINGS AND RETIREMENT PLAN
$0
A-L ABATEMENT, INC.
A-L ABATEMENT, INC. 401(K) PLAN
$0
ADAMS CONSTRUCTION SERVICES
ADAMS CONSTRUCTION SERVICES GCF BENEFIT PLAN
$0
RJR ENVIRONMENTAL PROFESSIONAL SERVICES, INC.
RJR 401(K) PLAN
$0
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants