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Original filing (PDF)20251015080406NAL0005472176001
DON SERVICES, INC.
Form 5500
FILING_RECEIVED
DON SERVICES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
~90 bps in Sched C feesNo recordkeeper disclosed
Active participants
450
Accounts w/ balance
165
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
80
Participation health
65
Knocking points off
- 90 bps in Schedule C fees — 73% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 37% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DON SERVICES, INC..
Plan sponsor
Name
DON SERVICES, INC.
EIN
33-1120614
Address
101 SOUTH MERCER STREET · SUITE 210 · NEW CASTLE, PA · 16101
Phone
(724) 652-5144
Industry
Health Care & Social Assistancesee 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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MCGILL, POWER, BELL & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESBANCO BANK INC. | — | WHEELING, WV | TRUSTEE | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | 84-0467907 | — | N/A | $16K | — |
Investments
26 direct securities· $2.5M(99% of reported assets)
Uncategorized
$2.4M
25 holdings
Mutual Funds
$158K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement Blend 2025 Fund - I Class | — | — | — | $365K | 14.4% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement Blend 2035 Fund - I Class | — | — | — | $337K | 13.3% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement Blend 2055 Fund - I Class | — | — | — | $319K | 12.6% | |
| Fidelity Balanced Fund - Class K | — | — | — | $281K | 11.1% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement Blend 2030 Fund - I Class | — | — | — | $279K | 11.0% | |
| Fidelity 500 Index Fund | — | — | — | $187K | 7.4% | |
| American Century American Century Ultra Fund R6 Class | Mutual Funds | — | — | $158K | 6.2% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement Blend 2050 Fund - I Class | — | — | — | $122K | 4.8% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement Blend 2045 Fund - I Class | — | — | — | $58K | 2.3% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement Blend 2040 Fund - I Class | — | — | — | $54K | 2.1% | |
| Fidelity Advisor Government Income Fund - Class Z | — | — | — | $49K | 1.9% | |
| BlackRock Advantage Small Cap Core Fund Class K | — | — | — | $38K | 1.5% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement Blend 2060 Fund - I Class | — | — | — | $36K | 1.4% | |
| Fidelity Advisor Technology Fund - Class Z | — | — | — | $35K | 1.4% | |
| dates through December 2029 - | — | — | — | $30K | 1.2% | |
| Invesco Funds Invesco Comstock Fund Class R6 | — | — | — | $30K | 1.2% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Retirement Blend 2065 Fund - I Class ** 62 Group Annuity Contracts * MassMutual Guaranteed Interest Account | — | — | — | $28K | 1.1% | |
| BlackRock Health Sciences Opportunities Portfolio Class K | — | — | — | $28K | 1.1% | |
| Janus International Holding, LLC Janus Henderson Enterprise Fund Class N | — | — | — | $23K | 0.9% | |
| Fidelity Emerging Markets Fund - Class K | — | — | — | $21K | 0.8% | |
| Empower Investments Fixed Account - Series Class I | — | — | — | $11K | 0.4% | |
| PGIM Funds PGIM Jennison Small Company Fund - Class R6 | — | — | — | $6K | 0.3% | |
| MFS Investment Management MFS Massachusetts Investors Growth Stock Fund Class R6 | — | — | — | $6K | 0.2% | |
| Fidelity Mid Cap Index Fund | — | — | — | $6K | 0.2% | |
| Fidelity Advisor International Capital Appreciation Fund - Class Z | — | — | — | $5K | 0.2% | |
| PIMCO Funds PIMCO Investment Grade Credit Bond Fund Institutional Class | — | — | — | $4K | 0.2% |
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