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Original filing (PDF)20251010102020NAL0017635042001
DONSCO, INC.
Form 5500
FILING_RECEIVED
DONSCO, INC. EMPLOYEE RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
313
Accounts w/ balance
432
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 77% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DONSCO, INC..
Plan sponsor
Name
DONSCO, INC.
EIN
23-1744584
Address
124 NORTH FRONT STREET · WRIGHTSVILLE, PA · 17368
Phone
(717) 252-1561
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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
Audit & trust (Schedule H)
Auditor
BROWN PLUS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSET STRATEGY RC, LLC | — | CAMP HILL, PA | INVESTMENT ADVISOR | $36K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATLANTIC PENSION SERVICES | — | KENNETT SQUARE, PA | CONTRACT ADMIN | $11K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| GWFS EQUITIES INC | — | GREENWOOD VILLAGE, CO | N/A | $0 | — |
Investments
32 direct securities· $11.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Trgt Date Retirement R4 Mutual Funds | — | — | — | $1.5M | 13.6% | |
| American Funds 2040 Trgt Date Retirement R4 Mutual Funds | — | — | — | $1.5M | 13.0% | |
| T. Rowe Price Blue Chip Growth ADV Mutual Funds | — | — | — | $952K | 8.5% | |
| Dodge & Cox Income Mutual Funds | — | — | — | $709K | 6.3% | |
| Putnam Large Cap Value A Mutual Funds | — | — | — | $580K | 5.2% | |
| Columbia Contrarian Core ADV Mutual Funds | — | — | — | $526K | 4.7% | |
| Key Guaranteed Portfolio Fund Guaranteed Investment Contract | — | — | — | $492K | 4.4% | |
| American Century Mid Cap Value R5 Mutual Funds | — | — | — | $453K | 4.0% | |
| American Funds 2025 Trgt Date Retirement R4 Mutual Funds | — | — | — | $437K | 3.9% | |
| Dodge & Cox International Stock Mutual Funds | — | — | — | $404K | 3.6% | |
| American Funds 2050 Trgt Date Retirement R4 Mutual Funds | — | — | — | $346K | 3.1% | |
| First Eagle Global A Mutual Funds | — | — | — | $274K | 2.5% | |
| American Funds 2035 Trgt Date Retirement R4 Mutual Funds | — | — | — | $269K | 2.4% | |
| American Funds 2020 Trgt Date Retirement R4 Mutual Funds | — | — | — | $267K | 2.4% | |
| American Funds 2055 Trgt Date Retirement R4 Mutual Funds | — | — | — | $248K | 2.2% | |
| PIMCO Income ADM Mutual Funds | — | — | — | $229K | 2.0% | |
| American Funds New World Fund R4 Mutual Funds | — | — | — | $225K | 2.0% | |
| Delaware Small Cap Core A Mutual Funds | — | — | — | $207K | 1.8% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | — | — | — | $191K | 1.7% | |
| American Funds 2045 Trgt Date Retirement R4 Mutual Funds | — | — | — | $186K | 1.7% | |
| American Funds 2060 Trgt Date Retirement R4 Mutual Funds | — | — | — | $164K | 1.5% | |
| Great-West Secure Foundation Balance Inv Mutual Funds | — | — | — | $151K | 1.3% | |
| Self-Directed Brokerage Accounts Common Stocks | — | — | — | $139K | 1.2% | |
| American Funds Capital World G/I R4 Mutual Funds | — | — | — | $139K | 1.2% | |
| Invesco Gold & Special Minerals Y Mutual Funds | — | — | — | $103K | 0.9% | |
| Fidelity Advisor Energy I Mutual Funds | — | — | — | $90K | 0.8% | |
| Gateway Y Mutual Funds | — | — | — | $72K | 0.6% | |
| Wasatch Small Cap Growth Mutual Funds | — | — | — | $66K | 0.6% | |
| Victory Sycamore Small Co Op I Mutual Funds | — | — | — | $54K | 0.5% | |
| Great-West T Rowe Price MDCP GR Fund Inv Mutual Funds | — | — | — | $46K | 0.4% | |
| American Funds 2015 Trgt Date Retirement R4 Mutual Funds | — | — | — | $37K | 0.3% | |
| Carillon Scout Mid Cap I Mutual Funds | — | — | — | $13K | 0.1% |
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