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Original filing (PDF)20250820090637NAL0003077793001
D.G. YUENGLING & SON, INC.
Form 5500
FILING_RECEIVED
D.G. YUENGLING & SON, INC. 401(K) SAVINGS AND PROFIT-SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
332
Accounts w/ balance
389
Plan assets (EOY)
$63.4M
Net assets (EOY)
$63.4M
How this plan invests
This plan
29 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 D.G. YUENGLING & SON, INC..
Plan sponsor
Name
D.G. YUENGLING & SON, INC.
EIN
23-1244850
Address
310 MILL CREEK AVENUE · POTTSVILLE, PA · 17901
Phone
(570) 622-0153
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
2025-08-20
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BOYER AND RITTER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATHMERE CAPITAL MANAGEMENT. | — | WAYNE, PA | NONE | $45K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $29K | — |
| BOYER & RITTER | — | CAMP HILL, PA | NONE | $7K | — |
Investments
29 direct securities· $61.1M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Growth Inv Vanguard 0 | — | — | — | $9.1M | 14.3% | |
| Vanguard LifeStrategy Moderate Gr Inv Vanguard 0 | — | — | — | $5.6M | 8.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $4.4M | 7.0% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $4.2M | 6.7% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $3.8M | 6.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $3.8M | 6.0% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $3.5M | 5.6% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $3.5M | 5.5% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $2.6M | 4.1% | |
| Vanguard LifeStrategy Consv Growth Inv Vanguard 0 | — | — | — | $2.4M | 3.8% | |
| Vanguard Total World Stock Index Adm Vanguard 0 | — | — | — | $2.3M | 3.6% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $2.0M | 3.1% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $1.8M | 2.8% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.8M | 2.8% | |
| Dodge & Cox Stock Fund I Dodge & Cox 0 | — | — | — | $1.7M | 2.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.5M | 2.4% | |
| T. Rowe Price Science And Tech Inv T. Rowe Price 0 | — | — | — | $1.4M | 2.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.4M | 2.1% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $715K | 1.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $682K | 1.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $530K | 0.8% | |
| American Eupac R6 American 0 | — | — | — | $435K | 0.7% | |
| Vanguard LifeStrategy Income Inv Vanguard 0 | — | — | — | $432K | 0.7% | |
| JPMorgan Core Plus Bond R6 JP Morgan 0 | — | — | — | $424K | 0.7% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $339K | 0.5% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $319K | 0.5% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $196K | 0.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $165K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $2K | <0.1% |