How big is Don Services, Inc.'s plan?

Don Services, Inc.'s plan reported $2.5M in assets and 450 participants for 2024.

Original filing (PDF)20251015080406NAL0005472176001

Don Services, Inc.

Name: Don Services, Inc. — Don Services, Inc. 401(k), Form 5500 (2024)
Creator: Don Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Don Services, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Don Services, Inc.'s Don Services, Inc. 401(k) Profit Sharing Plan held $2.5M in plan assets for 450 participants in 2024, with Empower as recordkeeper.

Signals · 4

Late participant contributionsPossibly inadequate fidelity bond64% employer stock~90 bps in Sched C fees

Active participants

450

Accounts w/ balance

165

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Don Services, Inc.'s EIN is 33-1120614.

EIN 33-1120614

Plan number 001

Plan year 2024

ACK ID 20251015080406NAL0005472176001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Don Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Don Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DON SERVICES, INC..

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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

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 22K (4% of contributions).
Fidelity bond appears below the 10%-of-assets requirement.
Total administrative cost in the bottom quartile of peers (19th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Plan sponsor

Name

DON SERVICES, INC.

EIN

all filings

Address

101 SOUTH MERCER STREET · SUITE 210 · NEW CASTLE, PA · 16101

Phone

(724) 652-5144

Industry

Health Care & Social Assistance

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO	84-0467907	—	N/A	$16K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
WESBANCO BANK INC.	—	WHEELING, WV	TRUSTEE	$7K	—

Investments

26 direct securities· $2.5M(99% of reported assets)

Common Stocks

$1.6M

10 holdings

Mutual Funds

$607K

9 holdings

Common Collective Trusts

$193K

2 holdings

Other securities

$108K

4 holdings

U.S. Treasuries

$4K

1 holding

					% of plan
T. Rowe Price Associates, Inc. T. Rowe Price Retirement Blend 2025 Fund - I Class	Common Stocks	—	—	$365K	14.4%
T. Rowe Price Associates, Inc. T. Rowe Price Retirement Blend 2035 Fund - I Class	Common Stocks	—	—	$337K	13.3%
T. Rowe Price Associates, Inc. T. Rowe Price Retirement Blend 2055 Fund - I Class	Common Stocks	—	—	$319K	12.6%
Fidelity Balanced Fund - Class K	Mutual Funds	—	—	$281K	11.1%
T. Rowe Price Associates, Inc. T. Rowe Price Retirement Blend 2030 Fund - I Class	Common Stocks	—	—	$279K	11.0%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$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	Common Stocks	—	—	$122K	4.8%
T. Rowe Price Associates, Inc. T. Rowe Price Retirement Blend 2045 Fund - I Class	Common Stocks	—	—	$58K	2.3%
T. Rowe Price Associates, Inc. T. Rowe Price Retirement Blend 2040 Fund - I Class	Common Stocks	—	—	$54K	2.1%
Fidelity Advisor Government Income Fund - Class Z	Mutual Funds	—	—	$49K	1.9%
BlackRock Advantage Small Cap Core Fund Class K	Other securities	—	—	$38K	1.5%
T. Rowe Price Associates, Inc. T. Rowe Price Retirement Blend 2060 Fund - I Class	Common Stocks	—	—	$36K	1.4%
Fidelity Advisor Technology Fund - Class Z	Mutual Funds	—	—	$35K	1.4%
dates through December 2029 -	Other securities	—	—	$30K	1.2%
Invesco Funds Invesco Comstock Fund Class R6	Mutual Funds	—	—	$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	Common Stocks	—	—	$28K	1.1%
BlackRock Health Sciences Opportunities Portfolio Class K	Other securities	—	—	$28K	1.1%
Janus International Holding, LLC Janus Henderson Enterprise Fund Class N	Mutual Funds	—	—	$23K	0.9%
Fidelity Emerging Markets Fund - Class K	Mutual Funds	—	—	$21K	0.8%
Empower Investments Fixed Account - Series Class I	Other securities	—	—	$11K	0.4%
PGIM Funds PGIM Jennison Small Company Fund - Class R6	Common Stocks	—	—	$6K	0.3%
MFS Investment Management MFS Massachusetts Investors Growth Stock Fund Class R6	Mutual Funds	—	—	$6K	0.2%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$6K	0.2%
Fidelity Advisor International Capital Appreciation Fund - Class Z	Mutual Funds	—	—	$5K	0.2%
PIMCO Funds PIMCO Investment Grade Credit Bond Fund Institutional Class	U.S. Treasuries	—	—	$4K	0.2%