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Original filing (PDF)20251015095130NAL0005712864001
DOALL COMPANY
Form 5500
FILING_RECEIVED
THE DOALL GROUP PROFIT SHARING PLAN
401(k) retirement plan
Active participants
422
Accounts w/ balance
630
Plan assets (EOY)
$36.8M
Net assets (EOY)
$36.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
29 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 DOALL COMPANY.
Plan sponsor
Name
DOALL COMPANY
EIN
36-2058122
Address
100 LAKEVIEW PARKWAY · UNIT 100 · VERNON HILLS, IL · 60061
Phone
(847) 495-6812
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
008
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
PLANTE MORAN PLLC
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 | $48K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $55K | — |
Investments
27 direct securities · 3 pooled funds· $36.8M(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
$34.3M
27 holdings
Common Collective Trust
$2.5M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity** Fidelity 500 Index | — | — | — | $8.7M | 23.7% | |
| American Funds AF TRGT DATE 2030 R6 | — | — | — | $3.3M | 9.1% | |
| Fidelity** Fidelity Advisor® Balanced I | — | — | — | $2.9M | 8.0% | |
| Fidelity** Fidelity Government Money Market Fund- Daily Money | — | — | — | $2.6M | 7.0% | |
| American Funds AF TRGT DATE 2025 R6 | — | — | — | $2.6M | 7.0% | |
| GG LRG CAP GR IV R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $2.2M | 6.0% | |
| American Funds AF TRGT DATE 2035 R6 | — | — | — | $1.9M | 5.2% | |
| American Funds AF TRGT DATE 2050 R6 | — | — | — | $1.4M | 3.7% | |
| Dodge & Cox DODGE & COX STOCK | — | — | — | $1.3M | 3.7% | |
| American Funds AF TRGT DATE 2045 R6 | — | — | — | $1.3M | 3.6% | |
| Fidelity** Fidelity Advisor® Total Bond I | — | — | — | $1.1M | 3.0% | |
| American Funds AF TRGT DATE 2040 R6 | — | — | — | $1.1M | 3.0% | |
| Fidelity** Fidelity Advisor® Stock Selector Mid Cap Fund | — | — | — | $861K | 2.3% | |
| American Funds AF TRGT DATE 2020 R6 | — | — | — | $701K | 1.9% | |
| American Funds AF TRGT DATE 2055 R6 | — | — | — | $671K | 1.8% | |
| Fidelity** Fidelity Small Cap Index | — | — | — | $558K | 1.5% | |
| Fidelity** Fidelity Mid Cap Index | — | — | — | $521K | 1.4% | |
| American Funds AF TRGT DATE 2060 R6 | — | — | — | $496K | 1.3% | |
| Fidelity** Fidelity Advisor® Strategic Income I | — | — | — | $453K | 1.2% | |
| and 10.50 percent - | — | — | — | $437K | 1.2% | |
| American Funds AF TRGT DATE 2010 R6 | — | — | — | $341K | 0.9% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $304K | 0.8% | |
| Fidelity** Fidelity Total Market Index | — | — | — | $300K | 0.8% | |
| Fidelity** Fidelity Global Ex US Index | — | — | — | $203K | 0.5% | |
| American Funds AF TRGT DATE 2015 R6 | — | — | — | $157K | 0.4% | |
| American Funds AF TRGT DATE 2065 R6 | — | — | — | $117K | 0.3% | |
| Fidelity** Fidelity Advisor® US Bond | — | — | — | $84K | 0.2% | |
| American Funds AF New World R6 | — | — | — | $50K | 0.1% | |
| PIMCO All Asset Institutional | — | — | — | $21K | <0.1% | |
| GG EMERGING MKTS R1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
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