Back to filter
Original filing (PDF)20251015112744NAL0002216115001
DCC LPG HOLDINGS, INC.
Form 5500
FILING_RECEIVED
DCC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
2,315
Accounts w/ balance
2,640
Plan assets (EOY)
$143.1M
Net assets (EOY)
$143.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
154 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
- 20 bps in Schedule C fees — 98% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DCC LPG HOLDINGS, INC..
Plan sponsor
Name
DCC LPG HOLDINGS, INC.
EIN
30-1011501
Address
204 N. STATE ROUTE 54 · ROBERTS, IL · 60962
Phone
(217) 395-2631
Industry
Utilitiessee 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
2025-10-15
Pension benefit codes
3H · Sponsor in controlled / affiliated group
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)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $235K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $48K | — |
Investments
153 direct securities · 3 pooled funds· $147.3M(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.
Uncategorized
$142.7M
153 holdings
Common Collective Trust
$4.6M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares | — | — | — | $21.3M | 14.9% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $14.2M | 9.9% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $11.5M | 8.0% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $10.1M | 7.1% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $8.1M | 5.6% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $7.9M | 5.5% | |
| Hartford Equity Income R6 Fund | — | — | — | $7.5M | 5.2% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $7.1M | 4.9% | |
| BlackRock Total Return Fund Class K Fund | — | — | — | $6.7M | 4.7% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $6.3M | 4.4% | |
| Wells Fargo Galliard Stable Return Fund | — | — | — | $4.0M | 2.8% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $4.0M | 2.8% | |
| American Funds American Funds EuroPacific Growth Fund | — | — | — | $4.0M | 2.8% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $3.9M | 2.7% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $3.7M | 2.6% | |
| Vanguard Developed Markets Index Admiral Fund | — | — | — | $3.5M | 2.4% | |
| Participants Notes receivable from participants (interest rates range from 3.25% to 9.50%) | — | — | — | $3.3M | 2.3% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $2.7M | 1.9% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $2.3M | 1.6% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $2.2M | 1.5% | |
| MFS Mid Cap Value R6 Fund | — | — | — | $1.9M | 1.3% | |
| BlackRock Mid-Cap Growth Equity K Fund | — | — | — | $1.6M | 1.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $1.5M | 1.0% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $1.5M | 1.0% | |
| Allspring Global Investments Allspring Special Small Cap Value R6 Fund | — | — | — | $1.3M | 0.9% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $734K | 0.5% | |
| Vanguard Target Retirement Income Fund | — | — | — | $726K | 0.5% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $502K | 0.4% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $417K | 0.3% | |
| Principal SmallCap Growth Fund I R6 | — | — | — | $326K | 0.2% | |
| Vanguard Total World Stock Index Fund Admiral | — | — | — | $255K | 0.2% | |
| Fidelity Investments Noninterest-bearing cash ** 299 * Fidelity Investments Interest-bearing cash | — | — | — | $203K | 0.1% | |
| Rivian Automotive Inc Com Common stock | — | — | — | $192K | 0.1% | |
| Fidelity Investments Fidelity Managed Income Portfolio - Class 1 | — | — | — | $183K | 0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $183K | 0.1% | |
| iShares TR 0-3 Month Treasury | — | — | — | $87K | <0.1% | |
| Nvidia Corp Common stock | — | — | — | $60K | <0.1% | |
| Charles Schwab Strategic Trust U.S. Dividend Equity ETF | — | — | — | $60K | <0.1% | |
| Super Micro Computer Inc Com Common stock | — | — | — | $55K | <0.1% | |
| Mobileye Global Inc Common stock | — | — | — | $52K | <0.1% | |
| Aligos Therapeutics Inc Com Common stock | — | — | — | $40K | <0.1% | |
| Direxion SHS ETF TR Daily Semiconductor | — | — | — | $35K | <0.1% | |
| Amazon.com Inc Common stock | — | — | — | $34K | <0.1% | |
| Vanguard Index Funds | — | — | — | $34K | <0.1% | |
| Carvana Co Common stock | — | — | — | $34K | <0.1% | |
| Vanguard World FD Mega Cap 300 Growth Fund | — | — | — | $32K | <0.1% | |
| U.S Treasury Services Zero Coupon | — | — | — | $31K | <0.1% | |
| Federal Home Loan Mortgage Corp BA SER QF-8026 | — | — | — | $30K | <0.1% | |
| Soundhound AI Inc Common stock | — | — | — | $30K | <0.1% | |
| U.S Treasury Services BC-2026 Bond | — | — | — | $27K | <0.1% | |
| Broadcom Inc Com Common stock | — | — | — | $27K | <0.1% | |
| JPMorgan Exchange Traded Fund Nasdaq EQT ** 864 SPDR State Street Global Advisors SPDR S&P 500 Depository Receipt | — | — | — | $25K | <0.1% | |
| Advanced Micro Devices Inc Common stock | — | — | — | $24K | <0.1% | |
| U.S Treasury Services AY-2025 Bond | — | — | — | $24K | <0.1% | |
| Riot Blockchain Inc Com Common stock | — | — | — | $23K | <0.1% | |
| Carnival Corp Common stock | — | — | — | $22K | <0.1% | |
| Tesla Motors Inc Com Common stock | — | — | — | $20K | <0.1% | |
| U.S Treasury Services Treasury notes | — | — | — | $20K | <0.1% | |
| AMC Entertainment Holdings Inc Common stock | — | — | — | $20K | <0.1% | |
| Federal Farm Credit Banks Funding Corp Medium-term note | — | — | — | $20K | <0.1% | |
| Facebook Inc Com Common stock | — | — | — | $19K | <0.1% | |
| Kohls Corp Common stock ** 526 LI Auto Inc Common stock | — | — | — | $19K | <0.1% | |
| iShares TR S&P U S PFD STK Index Fund | — | — | — | $19K | <0.1% | |
| Frequency Electronic Inc Common stock | — | — | — | $19K | <0.1% | |
| U.S Treasury Services BM-2025 Bond | — | — | — | $18K | <0.1% | |
| Celsius Holdings Inc Com Common stock | — | — | — | $17K | <0.1% | |
| U.S Treasury Services BA-2025 Bond | — | — | — | $17K | <0.1% | |
| Calamos Strategic Total Return Fund | — | — | — | $17K | <0.1% | |
| D-Wave Quantum Inc Com Common stock | — | — | — | $16K | <0.1% | |
| Federal Agriculture Mortgage Association Medium-term note | — | — | — | $16K | <0.1% | |
| Nexalin Technology Inc Com Common stock | — | — | — | $15K | <0.1% | |
| Proshares TR Common stock | — | — | — | $15K | <0.1% | |
| Fidelity Investments Fidelity 500 Index Institutional Premium Fund | — | — | — | $14K | <0.1% | |
| Vistra Energy Corp Com Common stock | — | — | — | $14K | <0.1% | |
| Alphabet Inc Cap Common stock | — | — | — | $14K | <0.1% | |
| Lam Research Corp Com Common stock | — | — | — | $14K | <0.1% | |
| U.S Treasury Services BC-2025 Bond | — | — | — | $13K | <0.1% | |
| Viking Therapeutics Inc Com Common stock | — | — | — | $13K | <0.1% | |
| Smith & Nephew PLC Corporate bond | — | — | — | $12K | <0.1% | |
| Calamos Conv & High Income Fund Com SHS | — | — | — | $12K | <0.1% | |
| Biovie Inc Common stock | — | — | — | $11K | <0.1% | |
| Onkure Therapeutics Inc Com Common stock ** 103 Pinnacle West Cap CP Common stock | — | — | — | $11K | <0.1% | |
| Oxford Lane Capital Corporation | — | — | — | $11K | <0.1% | |
| U.S Treasury Services Treasury notes Int Payment | — | — | — | $11K | <0.1% | |
| U.S Treasury Services AQ-2025 Bond | — | — | — | $11K | <0.1% | |
| Rigetti Computing Inc Com Common stock | — | — | — | $11K | <0.1% | |
| Aspen Aerogels Inc Com Common stock | — | — | — | $11K | <0.1% | |
| Vanguard Specialized Portfolios Div Fund | — | — | — | $10K | <0.1% | |
| SPDR State Street Global Advisors SPDR Gold Shares (GLD) | — | — | — | $10K | <0.1% | |
| Booking Holdings Inc Com Common stock | — | — | — | $10K | <0.1% | |
| U.S Treasury Services AK-2025 Bond | — | — | — | $10K | <0.1% | |
| GM Financial Co Inc Corporate bond | — | — | — | $10K | <0.1% | |
| Pinnacle West Capital Corp Corporate bond | — | — | — | $10K | <0.1% | |
| Charles Schwab Strategic Trust U.S. Large Cap Growth | — | — | — | $10K | <0.1% | |
| Micron Technology NFS Common stock | — | — | — | $10K | <0.1% | |
| Quantum Computing Inc Com Common stock | — | — | — | $9K | <0.1% | |
| Nano Nuclear Energy Inc Com Common stock | — | — | — | $9K | <0.1% | |
| Federal Home Loan Mortgage Corp Medium-term note | — | — | — | $9K | <0.1% | |
| Universal Health Services Common stock | — | — | — | $8K | <0.1% | |
| Ares Capital Corp Ares Capital Corporation Com | — | — | — | $8K | <0.1% | |
| Vaneck Vectors WFT TR Semiconductor | — | — | — | $8K | <0.1% | |
| Genprex Inc Com Common stock ** 5 Graniteshares ETF Common stock | — | — | — | $8K | <0.1% | |
| Kohl's Corp Corporate bond | — | — | — | $8K | <0.1% | |
| Costco Wholesale Corp Common stock | — | — | — | $7K | <0.1% | |
| Investco QQQ Trust Series 1 | — | — | — | $7K | <0.1% | |
| Direxion SHS ETF TR Daily Regional | — | — | — | $7K | <0.1% | |
| ASML Holdings Common stock | — | — | — | $7K | <0.1% | |
| Armour Residential | — | — | — | $7K | <0.1% | |
| Irobot Corp Com Common stock | — | — | — | $7K | <0.1% | |
| Alibaba Group Holdings Ltd Common stock | — | — | — | $6K | <0.1% | |
| Coinbase Global Inc Com Common stock | — | — | — | $6K | <0.1% | |
| Fidelity Wise Origin Bitcoin Fund | — | — | — | $6K | <0.1% | |
| Pfizer Investment Enterprises Corporate bond | — | — | — | $6K | <0.1% | |
| Guggenheim Strategic Opportunities Fund | — | — | — | $6K | <0.1% | |
| Charts Inds Inc Com Common stock | — | — | — | $6K | <0.1% | |
| Cmucker J M Co. Corporate bond | — | — | — | $5K | <0.1% | |
| JD Com Inc Common stock | — | — | — | $5K | <0.1% | |
| Ispecimen Inc Com Common stock ** 531 Ing Groep Common stock | — | — | — | $5K | <0.1% | |
| Archer Aviation Inc Com Common stock | — | — | — | $5K | <0.1% | |
| United Health Group Common stock | — | — | — | $5K | <0.1% | |
| Canadian Imperial Bank Corporate bond | — | — | — | $5K | <0.1% | |
| Royal Bank Canada Corporate bond | — | — | — | $5K | <0.1% | |
| Redfin Corp Com Common stock | — | — | — | $5K | <0.1% | |
| Robinhood Markets Inc Com Common stock | — | — | — | $5K | <0.1% | |
| Uber Technologies Inc Com Common stock | — | — | — | $5K | <0.1% | |
| Novocure Ltd Com Common stock | — | — | — | $4K | <0.1% | |
| Hims & Hers Health Inc Com Common stock | — | — | — | $4K | <0.1% | |
| Grayscale Ethereum Common stock ** 252 Himax Technologies Inc Common stock | — | — | — | $4K | <0.1% | |
| CBOE GLOBAL MARKETS Put option ** 363 AMC ENTMT HLDGS INC Put option ** 415 | — | — | — | $4K | <0.1% | |
| iShares Silver Trust (SLV) | — | — | — | $4K | <0.1% | |
| C3 AI Inc Common stock | — | — | — | $4K | <0.1% | |
| Gamestop Corp Common stock | — | — | — | $4K | <0.1% | |
| Firefly Neuroscience Inc Com Common stock ** 530 First Hawaiian Inc Com Common stock | — | — | — | $4K | <0.1% | |
| Wolfspeed Inc Com Common stock ** 733 Genius Sports Ltd Com Common stock | — | — | — | $3K | <0.1% | |
| Investco Exchange Traded Fund Trust II ** 67 Grayscale Ethereum Trust (ETH) (ETHE) ** 841 Direxion SHS ETF TR Large Cap | — | — | — | $3K | <0.1% | |
| First Eage First Eagle Sogen Gold Class A | — | — | — | $3K | <0.1% | |
| IONQ Inc Com Common stock | — | — | — | $3K | <0.1% | |
| AST Spacemobile Inc Com Common stock | — | — | — | $3K | <0.1% | |
| Aerovirnment Inc Common stock | — | — | — | $3K | <0.1% | |
| Qualcomm Inc Common stock | — | — | — | $3K | <0.1% | |
| Apple Inc Corporate bond | — | — | — | $3K | <0.1% | |
| Calidi Biotherapeutics Inc Common stock | — | — | — | $3K | <0.1% | |
| Cleanspark Inc Com Common stock | — | — | — | $3K | <0.1% | |
| Pangaea Logistics Solutions Ltd Com Common stock | — | — | — | $3K | <0.1% | |
| JPMorgan Exchange Traded Fund | — | — | — | $3K | <0.1% | |
| Acco Brands Corp Com Common stock | — | — | — | $2K | <0.1% | |
| SPDR S&P 500 ETF Put option ** 465 ISHARES RUSSELL 2000 Put option ** 420 META PLATFORMS INC Put option | — | — | — | $2K | <0.1% | |
| Banzai International Inc Com Common stock ** 612 Biogen Idec Inc Common stock | — | — | — | $2K | <0.1% | |
| Aegon Ltd Amer Common stock | — | — | — | $2K | <0.1% | |
| Suro Capital Corp Com Common stock | — | — | — | $2K | <0.1% | |
| Reviva Pharmaceuticals Holdings Inc Com Common stock | — | — | — | $2K | <0.1% | |
| Nexgel Inc Com Common stock | — | — | — | $2K | <0.1% | |
| Twilio Inc Common stock | — | — | — | $2K | <0.1% | |
| Bitfarms Ltd Com Common stock | — | — | — | $1K | <0.1% | |
| Nio Inc Common stock | — | — | — | $1K | <0.1% | |
| Global X Global X Funds Global X Uranium | — | — | — | $1K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Utilities plans
SPIRE ALABAMA INC.
SPIRE RETIREMENT INCOME PLAN
$139.6M · 1,004 participants
WASHINGTON GAS LIGHT COMPANY
WASHINGTON GAS LIGHT COMPANY CAP APPR PLAN/UNION
$148.0M · 876 participants
SEMCO ENERGY, INC.
SEMCO ENERGY, INC. NON-UNION EMPLOYEES' RETIREMENT PLAN
$152.1M · 82 participants
SOUTHERN COMPANY SERVICES, INC.
HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF SOUTHERN COMPANY GAS
$132.5M
NISOURCE INC.
NISOURCE LIFE AND MEDICAL BENEFITS PROGRAM
$154.7M · 7,725 participants
INTERSTATE GAS SUPPLY, LLC
IGS ENERGY 401(K) PLAN
$128.8M · 1,510 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B