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Original filing (PDF)20251008091216NAL0003150131001
DREXEL BUILDING SUPPLY, INC.
Form 5500
FILING_RECEIVED
DREXEL BUILDING SUPPLY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
584
Accounts w/ balance
570
Plan assets (EOY)
$32.1M
Net assets (EOY)
$32.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
32 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 (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DREXEL BUILDING SUPPLY, INC..
Plan sponsor
Name
DREXEL BUILDING SUPPLY, INC.
EIN
27-1454029
Address
110 E MAIN ST · CAMPBELLSPORT, WI · 53010
Phone
(920) 533-4412
Industry
Retail Tradesee all
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
2025-10-08
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS CO., INC. | 39-1894140 | — | SERVICE PROVIDER | $17K | — |
| FARTHER FINANCE ADVISORS, LLC | 83-4348882 | — | SERVICE PROVIDER | — | — |
Investments
32 direct securities · 2 pooled funds· $64.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$30.9M
31 holdings
Pooled Separate Account
$28.0M
1 holding
Common Collective Trust
$3.9M
1 holding
Pooled Separate Accounts
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA RETIREMENT INS & ANNUITY CO MAP CONTRACT - SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $28.0M | 87.2% | |
| Vanguard 500 Index Fund N/R | — | — | — | $4.3M | 13.3% | |
| Collective Trust Funds * Voya Large Cap Growth Fund N/R | — | — | — | $3.9M | 12.0% | |
| VOYA RETIREMENT INS & ANNUITY CO VOYA RETIREMENT INS & ANNUITY CO · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $3.9M | 12.0% | |
| MyCompass American Funds 2045 N/R | — | — | — | $2.7M | 8.5% | |
| MyCompass American Funds 2055 N/R | — | — | — | $2.4M | 7.3% | |
| American Funds Wash Mutual Inv Fund N/R | — | — | — | $1.8M | 5.8% | |
| American Funds New Perspective Fund N/R | — | — | — | $1.3M | 4.0% | |
| American Funds American Balanced Fund N/R | Pooled Separate Accounts | — | — | $1.2M | 3.9% | |
| MyCompass American Funds 2035 N/R | — | — | — | $1.2M | 3.6% | |
| Neuberger Berman Genesis Fund N/R | — | — | — | $1.1M | 3.3% | |
| American Funds EuroPacific Growth Fund N/R | — | — | — | $914K | 2.8% | |
| Victory Sycamore Established Value Fund N/R | — | — | — | $900K | 2.8% | |
| MyCompass American Funds 2060 N/R | — | — | — | $884K | 2.8% | |
| Vanguard Mid-Cap Index Fund N/R | — | — | — | $872K | 2.7% | |
| MyCompass American Funds 2040 N/R | — | — | — | $840K | 2.6% | |
| Janus Henderson Global Tech Fund N/R | — | — | — | $828K | 2.6% | |
| MyCompass American Funds 2050 N/R | — | — | — | $804K | 2.5% | |
| Voya Mid Cap Opportunities Fund N/R | — | — | — | $801K | 2.5% | |
| Lord Abbett Bond Debenture Fund N/R | — | — | — | $783K | 2.4% | |
| American Funds New World Fund N/R | — | — | — | $782K | 2.4% | |
| Prudential Total Return Bond Fund N/R | — | — | — | $538K | 1.7% | |
| Vanguard Health Care Fund N/R | — | — | — | $491K | 1.5% | |
| DFA U.S. Targeted Value Fund N/R | — | — | — | $388K | 1.2% | |
| Vanguard Total International Stock Index Fund N/R | — | — | — | $361K | 1.1% | |
| DFA Inflation-Protected Securities Fund N/R | — | — | — | $332K | 1.0% | |
| PIMCO Income Fund N/R | — | — | — | $318K | 1.0% | |
| Vanguard Small-Cap Index Fund N/R | — | — | — | $284K | 0.9% | |
| MyCompass American Funds 2065 N/R | — | — | — | $260K | 0.8% | |
| Fully Benefit-Responsive Investment Contract * Voya Fixed Account N/R | — | — | — | $240K | 0.7% | |
| MyCompass American Funds 2025 N/R | — | — | — | $233K | 0.7% | |
| BlackRock High Yield Bond Portfolio K N/R | — | — | — | $232K | 0.7% | |
| MyCompass American Funds 2030 N/R | — | — | — | $198K | 0.6% | |
| MyCompass American Funds 2020 N/R | — | — | — | $10K | <0.1% |