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Original filing (PDF)20251010144435NAL0018276402001
DANA LIMITED
Form 5500
FILING_RECEIVED
SUB PLAN BETWEEN DANA LTD. & UAW LOCAL NO. 644
Health & welfare plan
Signals · 2
45% in single holdingNo recordkeeper disclosed
Active participants
238
Accounts w/ balance
—
Plan assets (EOY)
$315K
Net assets (EOY)
$315K
How this plan invests
This plan
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
77
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "s Baird Baird Short Term Bond Fund Institutional" is 45% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DANA LIMITED.
Plan sponsor
Name
DANA LIMITED
EIN
26-1318190
Address
P.O. BOX 1000 · MAUMEE, OH · 43537
Phone
(419) 887-3000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
655
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Welfare benefit codes
4C · Supplemental Unemployment
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
REHMANN ROBSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
4 direct securities· $315K(100% of reported assets)
Uncategorized
$172K
3 holdings
Mutual Funds
$143K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Baird Short Term Bond Fund Institutional | Mutual Funds | — | $148K | $143K | 45.3% | |
| iShares Barclays Short Treasury Bond Fund | — | — | $90K | $90K | 28.5% | |
| Money market fund Federated Investors, Inc. Federated Government Obligations Fund Premier Shares | — | — | $45K | $45K | 14.3% | |
| Vanguard Short-Term Treasury Fund Admiral | — | — | $40K | $37K | 11.8% |
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