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Original filing (PDF)20250925133355NAL0009800928001
DE NORA TECH, LLC.
Form 5500
FILING_RECEIVED
DE NORA 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
447
Accounts w/ balance
565
Plan assets (EOY)
$86.2M
Net assets (EOY)
$86.2M
How this plan invests
This plan
19 pooled trusts
Schedule D
34 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.
Helping the score
- Below-peer total fees (11 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DE NORA TECH, LLC..
Plan sponsor
Name
DE NORA TECH, LLC.
EIN
34-1365932
Address
7590 DISCOVERY LN · CONCORD, OH · 440779190
Phone
(440) 710-5342
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
2025-09-25
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)
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLAND CONSULTING ASSOCIATES INC | 34-1753575 | — | CONTRACT ADMINISTRATOR | $60K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $31K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEADEN & MOORE LTD | 34-1818258 | — | ACCOUNTANT | $0 | — |
Investments
23 direct securities · 19 pooled funds· $100.1M(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.
Pooled Separate Account
$48.7M
18 holdings
Uncategorized
$44.9M
23 holdings
Common Collective Trust
$6.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Prin LifeTm Str Inc SA-I3 | — | — | — | $10.0M | 11.6% | |
| PRIN LGCAP S&P 500 INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $10.0M | 11.6% | |
| PRIN LIFETM 2030 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $8.7M | 10.1% | |
| PRIN LIFETM 2040 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $7.8M | 9.1% | |
| T.Rowe Price Bl Chip Gr Fd | — | — | — | $7.3M | 8.5% | |
| PUTNAM STABLE VALUE FUND (50) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $6.5M | 7.5% | |
| JP Morgan Mid Cap Growth R5 Fd | — | — | — | $5.1M | 6.0% | |
| PRIN LIFETM 2050 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $4.2M | 4.9% | |
| PRIN LIFETM 2025 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $3.1M | 3.6% | |
| PIMCO Income I-2 Fund | — | — | — | $2.7M | 3.2% | |
| PRIN LIFETM 2035 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $2.6M | 3.1% | |
| Dodge & Cox Intl Stock I Fund | — | — | — | $2.5M | 2.9% | |
| NORTHERN GLOBAL SUSTAIN IDX FD | — | — | — | $2.5M | 2.9% | |
| PRIN LIFETM 2060 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $2.4M | 2.8% | |
| Prin LgCap S&P 500 Index SA-I3 | — | — | — | $2.2M | 2.5% | |
| PRIN LIFETM 2020 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $1.8M | 2.1% | |
| PRIN LIFETM 2045 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $1.8M | 2.1% | |
| JP Morgan Govt Bond I Fd | — | — | — | $1.6M | 1.9% | |
| Prin LifeTm 2070 Sep Acct-I3 | — | — | — | $1.4M | 1.7% | |
| PRIN SMCAP S&P 600 INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.4M | 1.7% | |
| PRIN MIDCAP S&P 400 IDX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.4M | 1.6% | |
| Prin LifeTm 2065 Sep Acct-I3 | — | — | — | $1.4M | 1.6% | |
| Metro West Ttl Rtn Bd I Fund | — | — | — | $1.3M | 1.5% | |
| PRIN LIFETM 2055 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $1.2M | 1.4% | |
| Participant Loans | — | — | — | $1.0M | 1.2% | |
| Amer Beacon Sm Cp Val Y Fd | — | — | — | $949K | 1.1% | |
| Am Fds Am Bal R5 Fund | — | — | — | $941K | 1.1% | |
| PRIN MIDCAP VALUE I SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $836K | 1.0% | |
| Prin SmallCap Growth I SA-I2 | — | — | — | $836K | 1.0% | |
| PRIN SMALLCAP GROWTH I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $737K | 0.9% | |
| Prin SmCap S&P 600 Index SA-I3 | — | — | — | $737K | 0.9% | |
| Am Fds EuroPacific Grth R5 Fd | — | — | — | $596K | 0.7% | |
| AMERICAN FDS NEW WORLD R4 FUND | — | — | — | $510K | 0.6% | |
| COLUMBIA DIV INCOME I FUND | — | — | — | $382K | 0.4% | |
| PRIN LIFETM STR INC SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $382K | 0.4% | |
| Amer Fds Cap Wd Gr&Inc R5 Fd | — | — | — | $265K | 0.3% | |
| Prin MidCap Value I SA-I4 | — | — | — | $254K | 0.3% | |
| PRIN LIFETM 2065 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $254K | 0.3% | |
| BlackRock Infl Pro Bd Inst Fd | — | — | — | $233K | 0.3% | |
| Prin MidCap S&P 400 Idx SA-I3 | — | — | — | $71K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $71K | <0.1% | |
| PRIN LIFETM 2015 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $131 | <0.1% |
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