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Original filing (PDF)20251014113014NAL0005697954001
DANIS BUILDING CONSTRUCTION COMPANY
Form 5500
FILING_RECEIVED
DANIS & AFFILIATES RETIREMENT PLAN
401(k) retirement plan
Active participants
822
Accounts w/ balance
894
Plan assets (EOY)
$97.7M
Net assets (EOY)
$97.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DANIS BUILDING CONSTRUCTION COMPANY.
Plan sponsor
Name
DANIS BUILDING CONSTRUCTION COMPANY
EIN
31-1361003
Address
3233 NEWMARK DR · MIAMISBURG, OH · 45342
Phone
(937) 228-1225
Industry
Constructionsee 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
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2U · Association Retirement Plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BARNES DENNIG & CO., LTD
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 | -$40K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OXFORD FINANCIAL GROUP LTD | 35-1588335 | — | INVESTMENT ADVISOR | $194K | — |
Investments
12 direct securities · 2 pooled funds· $7.5M(8% 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.
Common Collective Trust
$3.9M
2 holdings
Uncategorized
$3.6M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.6M | 3.7% | |
| MORLEY INCOME FUND III | — | — | — | $968K | 1.0% | |
| MORLEY INCOME FUND I | — | — | — | $559K | 0.6% | |
| MORLEY STABLE INCOME BOND FUND | — | — | — | $503K | 0.5% | |
| MORLEY INCOME FUND IV | — | — | — | $316K | 0.3% | |
| SIA-B41 (MORLEY STABLE VALUE FUND S | — | — | — | $300K | 0.3% | |
| DUFF PHELPS US REIT SEI TRUST COMPANY · EIN 81-3521990 / PN 002 | Common Collective Trust | — | — | $286K | 0.3% | |
| PRUDENTIAL CORE INTERMEDIATE BOND F | — | — | — | $270K | 0.3% | |
| PSA NO. 45-004 (SEPARATE ACCOUNT 45 | — | — | — | $258K | 0.3% | |
| GOVERNMENT SHORT TERM INVESTMENT FD | — | — | — | $131K | 0.1% | |
| ACTIVELY MANAGED FUND | — | — | — | $123K | 0.1% | |
| SIA-B45 (MORLEY INTERM STABLE VALUE | — | — | — | $106K | 0.1% | |
| MORLEY INCOME FUND II | — | — | — | $66K | <0.1% | |
| PRUDENTIAL CORE CONSERVATIVE INT BD | — | — | — | $0 | <0.1% |
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