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Original filing (PDF)20250909170618NAL0020476161001
DADCO, INC.
Form 5500
FILING_RECEIVED
DADCO, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
33% in single holding
Active participants
93
Accounts w/ balance
132
Plan assets (EOY)
$26.3M
Net assets (EOY)
$26.3M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Putnam Putnam Growth Opportunities Fund" is 33% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DADCO, INC..
Plan sponsor
Name
DADCO, INC.
EIN
38-2950211
Address
43850 PLYMOUTH OAKS BLVD. · PLYMOUTH, MI · 48170
Phone
(734) 207-3226
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
2025-09-09
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)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
MRPR GROUP, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $41K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MRPR GROUP PC | — | SOUTHFIELD, MI | AUDITOR | $8K | — |
Investments
36 direct securities· $26.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Putnam Growth Opportunities Fund | — | — | — | $8.6M | 32.8% | |
| Fidelity Adv Balanced Z | — | — | — | $2.9M | 10.9% | |
| Empower Life & Annuity Insurance Company Guaranteed Portfolio Fund | — | — | — | $2.6M | 9.9% | |
| T. Rowe Price T. Rowe Price Spectrum Conservative Allocation | — | — | — | $1.9M | 7.3% | |
| Fidelity 500 Index Fund | — | — | — | $1.8M | 6.8% | |
| Neuberger Berman Neuberger Berman Large Cap Value Fund | — | — | — | $1.2M | 4.7% | |
| American Funds American Funds 2045 Target Date Retirement Fund | — | — | — | $708K | 2.7% | |
| Janus Henderson Janus Henderson Global Tech Innovation Fund | — | — | — | $688K | 2.6% | |
| Fidelity Small Cap Index Fund | — | — | — | $683K | 2.6% | |
| Artisan International Value Investor | — | — | — | $591K | 2.2% | |
| American Funds American Funds 2035 Target Date Retirement Fund | — | — | — | $501K | 1.9% | |
| AllSpring Special Mid Cap Value Fund | — | — | — | $405K | 1.5% | |
| Lord Abbett Lord Abbett Bond Denture Fund | — | — | — | $366K | 1.4% | |
| State Street State Street Small/Mid Cap Equity Fund | — | — | — | $345K | 1.3% | |
| PGIM Jennison International Opportunities Fund | — | — | — | $312K | 1.2% | |
| Invesco Gold & Special Minerals Fund | — | — | — | $276K | 1.1% | |
| Clear Bridge Clear Bridge Select Fund | — | — | — | $271K | 1.0% | |
| T. Rowe Price T. Rowe Price Retirement 2055 I | — | — | — | $250K | 1.0% | |
| Fidelity Advisor Energy Fund | — | — | — | $233K | 0.9% | |
| MassMutual 20/80 Allocation Fund | — | — | — | $220K | 0.8% | |
| T. Rowe Price T. Rowe Price Retirement 2025 I | — | — | — | $188K | 0.7% | |
| PIMCO Long-Term US Government Instl | — | — | — | $184K | 0.7% | |
| American Funds American Funds New World R6 | — | — | — | $160K | 0.6% | |
| Mass Mutual MassMutual Core Bond Fund | — | — | — | $154K | 0.6% | |
| American Century American Century Small Cap Value Fund | — | — | — | $122K | 0.5% | |
| MFS Utilities Fund | — | — | — | $103K | 0.4% | |
| American Funds American Funds US Government Securities Fund | — | — | — | $84K | 0.3% | |
| PIMCO Commodity Real Retirement Strategy Fund | — | — | — | $76K | 0.3% | |
| BlackRock Health Sciences Opportunities Fund | — | — | — | $72K | 0.3% | |
| PIMCO Global Advantage Strategy Bond Fund | — | — | — | $51K | 0.2% | |
| Prudential Global PGIM US Real Estate R6 | — | — | — | $45K | 0.2% | |
| Alliance Berstein AB Small Cap Growth | — | — | — | $43K | 0.2% | |
| American Funds American Funds 2050 Target Date Retirement Fund 634 American Funds American Funds 2060 Target Date Retirement Fund | — | — | — | $11K | <0.1% | |
| Empower Life & Annuity Insurance Company Short-Term Fund I | — | — | — | $5K | <0.1% | |
| Empower Annuity Empower High Yield Bond Inst | — | — | — | $5K | <0.1% | |
| PIMCO Stocksplus Long Duration Instl | — | — | — | $3K | <0.1% |