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Original filing (PDF)20251009122851NAL0003569363001
DAYTON PROGRESS CORPORATION
Form 5500
FILING_RECEIVED
DAYTON PROGRESS/PCS EMPLOYEE RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
529
Accounts w/ balance
714
Plan assets (EOY)
$100.9M
Net assets (EOY)
$100.9M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAYTON PROGRESS CORPORATION.
Plan sponsor
Name
DAYTON PROGRESS CORPORATION
EIN
31-0533428
Address
500 PROGRESS RD. · P.O. BOX 39 · DAYTON, OH · 45449
Phone
(937) 859-5111
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
2025-10-09
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
BRADY, WARE AND SCHOENFELD, INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | NONE | $36K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $35K | — |
| BRADY WARE & SCHOENFELD, INC. | 35-1476702 | — | NONE | $23K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $18K | — |
Investments
29 direct securities · 1 pooled fund· $100.9M(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
$89.5M
29 holdings
Common Collective Trust
$11.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Investments in Registered Investment Companies * Vanguard 500 Index Fund Domestic stock fund # | — | — | — | $20.0M | 19.8% | |
| Vanguard Growth Index Fund Domestic stock fund # | — | — | — | $12.1M | 12.0% | |
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $11.4M | 11.3% | |
| Vanguard Target Retirement 2025 Fund Balanced fund # | — | — | — | $6.3M | 6.2% | |
| Vanguard Target Retirement 2030 Fund Balanced fund # | — | — | — | $6.2M | 6.1% | |
| Vanguard Target Retirement 2035 Fund Balanced fund # | — | — | — | $5.7M | 5.7% | |
| Vanguard Wellington Fund Balanced fund # | — | — | — | $4.6M | 4.6% | |
| Vanguard Target Retirement 2040 Fund Balanced fund # | — | — | — | $3.8M | 3.7% | |
| Vanguard Intermediate-Term Bond Index Fund Bond fund # | — | — | — | $3.7M | 3.6% | |
| Vanguard Total International Stock Index Fund International stock fund # | — | — | — | $3.4M | 3.3% | |
| Vanguard Target Retirement 2045 Fund Balanced fund # | — | — | — | $3.1M | 3.1% | |
| Vanguard Target Retirement 2050 Fund Balanced fund # | — | — | — | $2.8M | 2.8% | |
| Vanguard Target Retirement 2020 Fund Balanced fund # | — | — | — | $2.7M | 2.7% | |
| Vanguard Explorer Fund Domestic stock fund # | — | — | — | $2.7M | 2.7% | |
| Vanguard Target Retirement 2055 Fund Balanced fund # | — | — | — | $2.4M | 2.4% | |
| Vanguard Target Retirement 2060 Fund Balanced fund # | — | — | — | $1.7M | 1.6% | |
| Vanguard Mid-Cap Index Fund Domestic stock fund # | — | — | — | $1.5M | 1.4% | |
| participant's vested balance. Notes receivable from participants maturing through December 2029. -0- | — | — | — | $1.2M | 1.2% | |
| Vanguard Small-Cap Value Index Fund Domestic stock fund # | — | — | — | $1.2M | 1.1% | |
| Vanguard Value Index Fund Domestic stock fund # | — | — | — | $1.1M | 1.1% | |
| Vanguard International Growth Fund International stock fund # | — | — | — | $899K | 0.9% | |
| Vanguard Target Retirement Income Balanced fund # | — | — | — | $805K | 0.8% | |
| Vanguard Small-Cap Index Fund Domestic stock fund # | — | — | — | $397K | 0.4% | |
| Vanguard Target Retirement 2065 Fund Balanced fund # | — | — | — | $335K | 0.3% | |
| Vanguard High-Yield Corporate Fund Bond fund # | — | — | — | $330K | 0.3% | |
| Vanguard Mid-Cap Growth Index Fund Domestic stock fund # | — | — | — | $284K | 0.3% | |
| Vanguard Total International Bond Index Fund International bond fund # | — | — | — | $204K | 0.2% | |
| Vanguard Cash Reserve Federal Money Market Fund Domestic stock fund # | — | — | — | $133K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Balanced fund # | — | — | — | $30K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund Mid-cap fund # | — | — | — | $3K | <0.1% |