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Original filing (PDF)20251015141935NAL0002438979001
DAVIS-STANDARD, LLC
Form 5500
FILING_RECEIVED
DAVIS-STANDARD, LLC 401(K) EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
743
Accounts w/ balance
1,012
Plan assets (EOY)
$172.9M
Net assets (EOY)
$172.9M
How this plan invests
This plan
13 pooled trusts
Schedule D
27 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 DAVIS-STANDARD, LLC.
Plan sponsor
Name
DAVIS-STANDARD, LLC
EIN
20-2653604
Address
1 EXTRUSION DRIVE · PAWCATUCK, CT · 06379
Phone
(860) 599-6323
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $81K | — |
| GALLAGHER FIDUCIARY ADVISORS, LLC | — | CHICAGO, IL | NONE | $50K | — |
Investments
15 direct securities · 13 pooled funds· $170.6M(99% 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
$114.3M
15 holdings
Common Collective Trust
$56.3M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Company Investments at fair value Mutual funds ** Fidelity Growth Company Fund Mutual Funds | — | — | — | $33.0M | 19.1% | |
| Investment at contract value, guaranteed investment contract * Massachusetts Mutual Life Insurance Fixed Interest | — | — | — | $22.7M | 13.1% | |
| Fidelity 500 Index Fund Mutual Funds | — | — | — | $19.7M | 11.4% | |
| T. ROWE PRICE RET BLEND 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $15.5M | 9.0% | |
| T. ROWE PRICE RET BLEND 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $10.8M | 6.2% | |
| Fidelity Mid Cap Index Fund Mutual Funds | — | — | — | $8.4M | 4.8% | |
| T. ROWE PRICE RET BLEND 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $8.2M | 4.7% | |
| Dfa Global Equity I Mutual Funds | — | — | — | $7.8M | 4.5% | |
| T. ROWE PRICE RET BLEND 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $6.8M | 3.9% | |
| Dodge & Cox Stock X Mutual Funds | — | — | — | $5.8M | 3.4% | |
| Vanguard Explorer, Adm Mutual Funds | — | — | — | $5.5M | 3.2% | |
| T. ROWE PRICE RET BLEND 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $4.1M | 2.4% | |
| Pimco Income Instl Mutual Funds | — | — | — | $4.1M | 2.3% | |
| T. ROWE PRICE RET BLEND 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $3.7M | 2.2% | |
| T. ROWE PRICE RET BLEND 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $3.4M | 2.0% | |
| Loomis Sayles Invest Gd Bond Y Mutual Funds | — | — | — | $3.3M | 1.9% | |
| T. ROWE PRICE RET BLEND 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $3.0M | 1.8% | |
| Allspring Spe Sm Cp Val R6 Mutual Funds | — | — | — | $1.2M | 0.7% | |
| Fidelity Small Cap Index Fund Mutual Funds | — | — | — | $1.1M | 0.7% | |
| Fidelity US Bond Index Fund Mutual Funds | — | — | — | $1.1M | 0.6% | |
| T. ROWE PRICE RET BLEND 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $464K | 0.3% | |
| Dfa Large Cap International I Mutual Funds | — | — | — | $331K | 0.2% | |
| Fidelity Government Mmkt Prm Mutual Funds | — | — | — | $218K | 0.1% | |
| Fidelity Total Intl Index Fund Mutual Funds | — | — | — | $126K | <0.1% | |
| T. ROWE PRICE RET BLEND 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $121K | <0.1% | |
| T. ROWE PRICE RET BLEND 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $120K | <0.1% | |
| T. ROWE PRICE RET BLEND 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| T. ROWE PRICE RET BLEND 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $1 | <0.1% |