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Original filing (PDF)20251008120541NAL0005521473001
DONALD B. REMMEY, INC.
Form 5500
FILING_RECEIVED
DONALD B. REMMEY INC. 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
162
Accounts w/ balance
114
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.5M
How this plan invests
This plan
23 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.
Helping the score
- Below-peer total fees (25 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DONALD B. REMMEY, INC..
Plan sponsor
Name
DONALD B. REMMEY, INC.
EIN
23-1543293
Address
523 MILL ROAD · LEHIGHTON, PA · 18235
Phone
(570) 386-5379
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
2025-10-08
Pension benefit codes
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
KREISHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KREISCHER MILLER | 23-1980475 | — | NONE | $10K | — |
| FULTON BANK, N.A. | 23-1928421 | — | NONE | $2K | — |
Investments
23 direct securities· $4.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Retirement Fund R6 | — | — | — | $712K | 15.5% | |
| American Funds 2055 Target Retirement Fund R6 | — | — | — | $614K | 13.4% | |
| PIMCO International Bond (USD Hedged) Cl A | — | — | — | $577K | 12.6% | |
| American Funds 2025 Target Retirement Fund R6 | — | — | — | $505K | 11.0% | |
| American Funds 2045 Target Retirement Fund R6 | — | — | — | $394K | 8.6% | |
| Fidelity Blue Chip Growth Fund | — | — | — | $298K | 6.5% | |
| Fidelity Balanced Fund | — | — | — | $242K | 5.3% | |
| Vanguard Total Bond Market Index Fund Admiral Cl | — | — | — | $202K | 4.4% | |
| Vanguard 500 Index Fund Admiral Cl | — | — | — | $200K | 4.4% | |
| Goldman Sachs Financial Square Government Fund Inst Cl | — | — | — | $192K | 4.2% | |
| Vanguard Materials Index Fund Admiral Cl 44 Vanguard Mid Cap Index Fund Admiral Cl | — | — | — | $132K | 2.9% | |
| MFS Mid Cap Growth Fund Cl R3 | — | — | — | $120K | 2.6% | |
| Vanguard Equity Income Fund Admiral Cl | — | — | — | $119K | 2.6% | |
| T Rowe Price Integrated U.S. Small Cap Growth Equity Fund | — | — | — | $83K | 1.8% | |
| Vanguard Dividend Growth Fund Inv Cl | — | — | — | $51K | 1.1% | |
| Principal Real Estate Securities Fd R6 | — | — | — | $24K | 0.5% | |
| American Funds New World Fund Cl R6 | — | — | — | $24K | 0.5% | |
| MFS International Growth Fund R6 | — | — | — | $22K | 0.5% | |
| Harbor Small Cap Value Fund Retire Cl | — | — | — | $21K | 0.5% | |
| PGIM Total Return Bond Fund R6 | — | — | — | $12K | 0.3% | |
| Vanguard Small Cap Value Index Fund Admiral Cl | — | — | — | $2K | <0.1% | |
| Vanguard Mid Cap Value Index Fund Admiral Cl | — | — | — | $2K | <0.1% | |
| Goldman Sachs Financial Square Treasury Fund Instl Cl | — | — | — | $2K | <0.1% |