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Original filing (PDF)20251002100223NAL0000294977001
DANZER SERVICES, INC.
Form 5500
FILING_RECEIVED
DANZER GROUP 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
320
Accounts w/ balance
489
Plan assets (EOY)
$35.6M
Net assets (EOY)
$35.6M
How this plan invests
This plan
5 pooled trusts
Schedule D
28 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 DANZER SERVICES, INC..
Plan sponsor
Name
DANZER SERVICES, INC.
EIN
35-1885748
Address
119 A.I.D. DRIVE · DARLINGTON, PA · 16115
Phone
(724) 827-3700
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
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
SCHNEIDER DOWNS & COMPANY INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $50K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPERIO RETIREMENT CONSULTING, INC | — | CARY, NC | INVESTMENT ADVISOR | $36K | — |
Investments
25 direct securities · 5 pooled funds· $35.6M(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
$24.0M
25 holdings
Pooled Separate Account
$6.4M
4 holdings
Common Collective Trust
$5.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $5.2M | 14.6% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $4.9M | 13.9% | |
| Blackrock Lifepath Index 2030 N/A | — | — | — | $3.4M | 9.5% | |
| Vanguard 500 Index Fund Admiral N/A | — | — | — | $3.1M | 8.6% | |
| John Hancock John Hancock Disciplined Value Mid Cap R6 N/A | — | — | — | $1.8M | 5.2% | |
| PIMCO Total Return Instl N/A | — | — | — | $1.6M | 4.5% | |
| Janus Henderson Janus Henderson Enterprise N N/A | — | — | — | $1.5M | 4.3% | |
| CAPITAL GROUP EUROPACIFIC GROWTH FU EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $1.4M | 4.0% | |
| American Funds American Funds Washington Mutual R6 N/A | — | — | — | $1.3M | 3.6% | |
| Blackrock Lifepath Index 2035 N/A | — | — | — | $1.2M | 3.2% | |
| MFS New Discovery Value R6 N/A | — | — | — | $1.1M | 3.2% | |
| Blackrock Lifepath Index 2040 N/A | — | — | — | $1.1M | 3.1% | |
| Blackrock Lifepath Index Retirement K N/A | — | — | — | $1.1M | 3.0% | |
| American Funds American Funds Income Fund of America R6 N/A | — | — | — | $946K | 2.7% | |
| Vanguard Extended Market Idx Admiral N/A | — | — | — | $794K | 2.2% | |
| Hartford International Opportunities R6 N/A | — | — | — | $745K | 2.1% | |
| Blackrock Lifepath Index 2055 N/A | — | — | — | $691K | 1.9% | |
| Blackrock Lifepath Index 2045 N/A | — | — | — | $619K | 1.7% | |
| Vanguard Total Intl Stock Index Admiral N/A | — | — | — | $504K | 1.4% | |
| with various maturities through 2029 - | — | — | — | $498K | 1.4% | |
| Blackrock Lifepath Index 2050 N/A | — | — | — | $492K | 1.4% | |
| Vanguard Total Bond Market Index Admiral N/A | — | — | — | $429K | 1.2% | |
| Vanguard Inflation Protected SECS Admiral N/A | — | — | — | $427K | 1.2% | |
| Blackrock LifePath Index 2060 N/A | — | — | — | $282K | 0.8% | |
| Blackrock Lifepath Index 2065 N/A | — | — | — | $187K | 0.5% | |
| Principal Funds Principal Real Estate Securities R-6 N/A | — | — | — | $146K | 0.4% | |
| Legg Mason Western Asset Income I N/A | — | — | — | $85K | 0.2% | |
| Fidelity Small Cap Growth Index N/A | — | — | — | $22K | <0.1% | |
| CAPITAL GROUP EUROPACIFIC GROWTH FU EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH / JPMORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% |