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Original filing (PDF)20251007170206NAL0004887425001
DRL ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
DRL ENTERPRISES, INC. PROFIT SHARING AND SALARY DEFERRAL PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
357
Accounts w/ balance
357
Plan assets (EOY)
$82.2M
Net assets (EOY)
$82.2M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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 (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DRL ENTERPRISES, INC..
Plan sponsor
Name
DRL ENTERPRISES, INC.
EIN
36-3184475
Address
2301 RAVINE WAY · GLENVIEW, IL · 600257627
Phone
(847) 832-1700
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
2025-10-07
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $8K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
24 direct securities · 1 pooled fund· $81.2M(99% 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
$69.5M
24 holdings
Common Collective Trust
$11.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth Fund | — | — | — | $12.8M | 15.5% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $11.7M | 14.3% | |
| Fidelity 500 Index Fund | — | — | — | $10.3M | 12.5% | |
| Vanguard Equity Income Fund | — | — | — | $5.9M | 7.1% | |
| American Funds American Balanced Fund | — | — | — | $4.8M | 5.9% | |
| Loomis Sayles Small Cap Growth Fund | — | — | — | $3.7M | 4.4% | |
| Vanguard Institutional Target Retirement 2020 Fund | — | — | — | $3.6M | 4.3% | |
| PGIM Total Return Bond Fund | — | — | — | $3.5M | 4.3% | |
| American Century Small Cap Value | — | — | — | $3.5M | 4.2% | |
| Fidelity Diversified International | — | — | — | $2.8M | 3.4% | |
| Fidelity Extended Market Index Fund | — | — | — | $2.8M | 3.3% | |
| Vanguard Institutional Target Retirement 2025 Fund | — | — | — | $2.8M | 3.3% | |
| Vanguard Institutional Target Retirement 2040 Fund | — | — | — | $2.4M | 2.9% | |
| Vanguard Institutional Target Retirement 2035 Fund | — | — | — | $1.8M | 2.2% | |
| Vanguard Institutional Target Retirement 2045 Fund | — | — | — | $1.4M | 1.7% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $1.2M | 1.5% | |
| Vanguard Institutional Target Retirement 2050 Fund | — | — | — | $1.2M | 1.4% | |
| Vanguard Institutional Target Retirement 2055 Fund | — | — | — | $1.1M | 1.3% | |
| Rates from 4.25% to 9.50% - | — | — | — | $946K | 1.2% | |
| Vanguard Institutional Target Retirement Income Fund | — | — | — | $908K | 1.1% | |
| Fidelity International Index Fund | — | — | — | $849K | 1.0% | |
| Vanguard Institutional Target Retirement 2030 Fund | — | — | — | $845K | 1.0% | |
| Vanguard Institutional Target Retirement 2060 Fund | — | — | — | $281K | 0.3% | |
| Vanguard Institutional Target Retirement 2065 Fund | — | — | — | $263K | 0.3% | |
| Vanguard Institutional Target Retirement 2070 Fund | — | — | — | $85K | 0.1% |