Original filing (PDF)20251013103429NAL0001036241001

Doran Companies LLC

Name: Doran Companies LLC — Doran Companies 401(k) Plan, Form 5500 (2024)
Creator: Doran Companies LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Doran Companies 401(k) Plan

401(k) retirement plan · Doran Companies LLC's Doran Companies 401(k) Plan held $9.9M in plan assets for 99 participants in 2024, with OneAmerica as recordkeeper.

Signals · 2

Late participant contributions45% in single holding

Active participants

Accounts w/ balance

171

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 191K (14% of contributions).

Helping the score

Below-peer total plan cost (92nd percentile).
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DORAN COMPANIES LLC.

Plan sponsor

Name

DORAN COMPANIES LLC

EIN

20-8494338all filings

Address

7803 GLENROY RD STE 200 · BLOOMINGTON, MN · 55439

Phone

(952) 641-9405

Industry

Real Estate

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

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$3K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
BREMER BANK NA	41-0224890	—	NONE	$0	—

Investments

35 direct securities · 1 pooled fund· $19.4M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$9.6M

1 holding

Other securities

$6.5M

19 holdings

Mutual Funds

$2.3M

11 holdings

Common Collective Trusts

$791K

3 holdings

Stable Value

$218K

1 holding

Bonds / Notes

$101K

1 holding

					% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$9.6M	96.8%
Vangaurd Lifestrat Grth Inv Mutual fund	Other securities	—	—	$4.5M	45.3%
Fidelity 500 Index Mutual fund	Common Collective Trusts	—	—	$741K	7.5%
Vanguard Lifestrat Mod GR Inv Mutual fund	Mutual Funds	—	—	$655K	6.6%
Troweprice Bluechip Grth I Mutual fund	Other securities	—	—	$508K	5.1%
Vanguard Intl Gr Adm Mutual fund	Mutual Funds	—	—	$364K	3.7%
Vanguard Equity-Income Adm Mutual fund	Mutual Funds	—	—	$349K	3.5%
First Eagle Overseas R6 Mutual fund	Other securities	—	—	$228K	2.3%
Pgim Global Total Return R6 Mutual fund 150 * AUL Stable Value Account Common/collective trust	Stable Value	—	—	$218K	2.2%
Vanguard Lifestrat Csrv Gr Inv Mutual fund	Mutual Funds	—	—	$208K	2.1%
Amerfds American Balanced R6 Mutual fund	Other securities	—	—	$204K	2.1%
Vanguard Explorer Adm Mutual fund	Mutual Funds	—	—	$187K	1.9%
Amercent Midcap Val R6 Mutual fund	Other securities	—	—	$177K	1.8%
Vanguard Reit Index Adm Mutual fund	Mutual Funds	—	—	$174K	1.8%
Amerfds New World R6 Mutual fund	Other securities	—	—	$163K	1.7%
Amerfds 2045 Trgt Date Ret R6 Mutual fund	Other securities	—	—	$143K	1.4%
DFA US Targeted Val I Mutual fund	Mutual Funds	—	—	$124K	1.3%
Amerfds New Perspective R6 Mutual fund	Other securities	—	—	$121K	1.2%
DFA Intl Small Company I Mutual fund	Mutual Funds	—	—	$107K	1.1%
Participant Loans @ 5.25% - 8.25%	Bonds / Notes	—	—	$101K	1.0%
Troweprice Div Mid Cap GR I Mutual fund	Other securities	—	—	$87K	0.9%
MFS Total Return Bond R6 Mutual fund	Mutual Funds	—	—	$84K	0.9%
Amerfds 2050 Trgt Date Ret R6 Mutual fund	Other securities	—	—	$71K	0.7%
Amerfds 2040 Trgt Date Ret R6 Mutual fund	Other securities	—	—	$60K	0.6%
Amerfds 2055 Trgt Date Ret R6 Mutual fund	Other securities	—	—	$52K	0.5%
Amerfds 2065 Trgt Date Ret R6 Mutual fund	Other securities	—	—	$50K	0.5%
Fidelity Midcap Idx Mutual fund	Common Collective Trusts	—	—	$45K	0.5%
Pgim High-Yield R6 Mutual fund	Other securities	—	—	$44K	0.4%
Amerfds 2060 Trgt Date Ret R6 Mutual fund	Other securities	—	—	$36K	0.4%
Amerfds 2025 Trgt Date Ret R6 Mutual fund	Other securities	—	—	$30K	0.3%
Amerfds 2035 Trgt Date Ret R6 Mutual fund	Other securities	—	—	$27K	0.3%
Vanguard Lifestrat Inc Inv Mutual fund	Mutual Funds	—	—	$13K	0.1%
First Eagle Global R6 Mutual fund	Other securities	—	—	$12K	0.1%
Amerfds 2030 Trgt Date Ret R6 Mutual fund	Other securities	—	—	$9K	<0.1%
Fidelity US Bond Idx Mutual fund	Common Collective Trusts	—	—	$5K	<0.1%
Fidelity SM Cap Index Mutual fund	Mutual Funds	—	—	$3K	<0.1%