Original filing (PDF)20250811174556NAL0006753763001

Danella Companies, Inc.

Name: Danella Companies, Inc. — The Danella Companies, Form 5500 (2024)
Creator: Danella Companies, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Danella Companies 401(k) Plan

401(k) retirement plan · Danella Companies, Inc.'s The Danella Companies 401(k) Plan held $20.0M in plan assets for 1,946 participants in 2024, with Newport Group as recordkeeper.

Active participants

1,946

Accounts w/ balance

310

Plan assets (EOY)

$20.0M

Net assets (EOY)

$20.0M

How this plan invests

This plan

1 pooled trust

Schedule D

27 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (24th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).
Bottom-decile employer contributions per participant (5th percentile).

Decision-maker contacts

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

Plan sponsor

Name

DANELLA COMPANIES, INC.

EIN

23-1396417all filings

Address

2290 BUTLER PIKE · PLYMOUTH MEETING, PA · 19462

Phone

(610) 397-1134

Industry

Construction

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

2025-08-11

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$67K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PNC INSTITUTIONAL ASSET MANAGEMENT	22-1146430	—	ADVISOR	$24K	—

Trustee

Investments

27 direct securities · 1 pooled fund· $20.0M(100% 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.

Mutual Funds

$10.8M

12 holdings

Other securities

$4.9M

12 holdings

Common Collective Trusts

$2.2M

1 holding

Common Collective Trust

$1.5M

1 holding

Bonds / Notes

$319K

1 holding

Common Stocks

$309K

1 holding

					% of plan
American Funds American Balanced R6 Mutual Fund	Mutual Funds	—	—	$4.0M	20.2%
Vanguard Total Stock Market Index Adm Mutual Fund	Common Collective Trusts	—	—	$2.2M	11.1%
American Funds Growth Fund of Amer R6 Mutual Fund	Mutual Funds	—	—	$2.0M	9.8%
T ROWE PRICE STABLE VALUE FUND A T. ROWE PRICE STABLE VALUE COMMON TRUST FUND · EIN 52-1309931 / PN 001	Common Collective Trust	—	—	$1.5M	7.6%
JPMorgan SmartRetirement 2030 R6 Mutual Fund	Other securities	—	—	$1.2M	5.8%
Vanguard Mid Cap Index Adm Mutual Fund	Mutual Funds	—	—	$1.1M	5.7%
MFS Value R6 Mutual Fund	Mutual Funds	—	—	$889K	4.4%
JPMorgan SmartRetirement 2035 R6 Mutual Fund	Other securities	—	—	$756K	3.8%
JPMorgan SmartRetirement 2040 R6 Mutual Fund	Other securities	—	—	$571K	2.9%
JPMorgan SmartRetirement 2025 R6 Mutual Fund	Other securities	—	—	$533K	2.7%
Janus Henderson Enterprise N Mutual Fund	Mutual Funds	—	—	$488K	2.4%
American Funds New Perspective R6 Mutual Fund	Mutual Funds	—	—	$452K	2.3%
Invesco Oppy Intl Growth R6 Mutual Fund	Mutual Funds	—	—	$430K	2.1%
JPMorgan SmartRetirement 2055 R6 Mutual Fund	Other securities	—	—	$428K	2.1%
Vanguard Total Bond Market Index Adm Mutual Fund	Mutual Funds	—	—	$406K	2.0%
JPMorgan SmartRetirement 2050 R6 Mutual Fund	Other securities	—	—	$365K	1.8%
Vanguard Short-Term Invest Grade Adm Mutual Fund	Mutual Funds	—	—	$338K	1.7%
Notes receivable from participants Interest rates from 4.25% - 9.50% -	Bonds / Notes	—	—	$319K	1.6%
JPMorgan U.S. Small Company R6 Mutual Fund	Common Stocks	—	—	$309K	1.5%
PIMCO Income Instl Mutual Fund	Mutual Funds	—	—	$300K	1.5%
JPMorgan Core Plus Bond R6 Mutual Fund	Other securities	—	—	$253K	1.3%
JPMorgan SmartRetirement 2045 R6 Mutual Fund	Other securities	—	—	$220K	1.1%
PGIM High Yield R6 Mutual Fund	Other securities	—	—	$192K	1.0%
Vanguard Explorer Adm Mutual Fund	Mutual Funds	—	—	$182K	0.9%
DFA U.S. Targeted Value Portfolio I Mutual Fund	Mutual Funds	—	—	$157K	0.8%
JPMorgan SmartRetirement 2020 R6 Mutual Fund	Other securities	—	—	$139K	0.7%
JPMorgan SmartRetirement 2065 R6 Mutual Fund ** 116 JPMorgan SmartRetirement Income R6 Mutual Fund	Other securities	—	—	$138K	0.7%
JPMorgan SmartRetirement 2060 R6 Mutual Fund	Other securities	—	—	$94K	0.5%