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Original filing (PDF)20251010060039NAL0004378211001
DEVRO, INC.
Form 5500
FILING_RECEIVED
DEVRO EMPLOYEES PENSION PLAN
Defined-benefit pension plan
Signals · 1
69% in single holding
Active participants
49
Accounts w/ balance
—
Plan assets (EOY)
$59.8M
Net assets (EOY)
$59.8M
How this plan invests
This plan
1 pooled trust
Schedule D
5 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
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Ryan Labs Fixed Income Separate Account Fund" is 69% of plan.
- 44 bps in Schedule C fees — 173% above peer band of 16 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEVRO, INC..
Plan sponsor
Name
DEVRO, INC.
EIN
36-2704043
Address
P.O. BOX 11925 · COLUMBIA, SC · 29211
Phone
(803) 796-9730
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
009
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $115K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLC MANAGEMENT | 47-3503928 | — | INVESTMENT MANAGER | $105K | — |
| PRIMETRUST ADVISORS, LLC | 20-5346692 | — | INVESTMENT ADVISOR | $42K | — |
Investments
4 direct securities · 1 pooled fund· $57.2M(96% 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
$56.6M
4 holdings
Common Collective Trust
$568K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Ryan Labs Fixed Income Separate Account Fund | — | — | $40.9M | $39.2M | 65.6% | |
| Vanguard Instl Index | — | — | $9.6M | $9.9M | 16.6% | |
| Vanguard FTSE All-World ex-US Index | — | — | $6.0M | $6.0M | 10.1% | |
| Vanguard Small Cap Index Fund | — | — | $1.3M | $1.4M | 2.4% | |
| TRANSAMERICA COLLECTIVE TRUST FUNDS TRANSAMERICA RETIREMENT SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | $567K | $568K | 1.0% |
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