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Original filing (PDF)20251014081005NAL0002382673001
DORO, INCORPORATED
Form 5500
FILING_RECEIVED
DORO, INCORPORATED 401(K) SAVINGS PLAN AND TRUST
401(k) retirement plan
Signals · 2
~112 bps in Sched C feesNo recordkeeper disclosed
Active participants
658
Accounts w/ balance
162
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
1 pooled trust
Schedule D
24 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
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- 112 bps in Schedule C fees — 115% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 25% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DORO, INCORPORATED.
Plan sponsor
Name
DORO, INCORPORATED
EIN
39-1391153
Address
3112 GOLF ROAD · EAU CLAIRE, WI · 54701
Phone
(715) 836-6800
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WIPFLI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $19K | — |
| MERRILL LYNCH RETIREMENT & BENEFIT | 13-5674085 | — | NONE | $13K | — |
| WIPFLI LLP | — | MILWAUKEE, WI | NONE | $8K | — |
| WIPFLI, LLP. | — | EAU CLAIRE, WI | NONE | $7K | — |
Investments
23 direct securities · 1 pooled fund· $4.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$4.0M
23 holdings
Common Collective Trust
$252K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2030 K BlackRock 0 | — | — | — | $809K | 19.2% | |
| BlackRock Lifepath Index Retire K BlackRock 0 | — | — | — | $695K | 16.5% | |
| BlackRock LifePath Index 2035 K BlackRock 0 | — | — | — | $478K | 11.4% | |
| BlackRock LifePath Index 2040 K BlackRock 0 | — | — | — | $461K | 11.0% | |
| BlackRock LifePath Index 2045 K BlackRock 0 | — | — | — | $455K | 10.8% | |
| PUTNAM STABLE VALUE 20 PUTNAM STABLE VALUE FUNDS · EIN 04-3159710 / PN 732 | Common Collective Trust | — | — | $252K | 6.0% | |
| BlackRock LifePath Index 2055 K BlackRock 0 | — | — | — | $239K | 5.7% | |
| Harbor Capital Appreciation Ret Harbor 0 | — | — | — | $187K | 4.5% | |
| BlackRock LifePath Index 2050 K BlackRock 0 | — | — | — | $146K | 3.5% | |
| BlackRock LifePath Index 2060 K BlackRock 0 | — | — | — | $101K | 2.4% | |
| MFS Growth Fund Class R6 MFS 0 | — | — | — | $100K | 2.4% | |
| iShares Russell Mid-Cap Index K iShares 0 | — | — | — | $72K | 1.7% | |
| Hotchkis and Wiley Value Opportunities I Hotchkis and Wiley 0 | — | — | — | $41K | 1.0% | |
| MFS Value R6 MFS 0 | — | — | — | $33K | 0.8% | |
| Goldman Sachs Intl Sm Cap Insights R6 Goldman Sachs 0 | — | — | — | $30K | 0.7% | |
| iShares S&P 500 Index K iShares 0 | — | — | — | $27K | 0.6% | |
| Federated Hermes Mdt Sm Cap Cr IS Federated 0 | — | — | — | $26K | 0.6% | |
| Macquarie Corporate Bond Instl Macquarie 0 | — | — | — | $16K | 0.4% | |
| Oakmark Global Investor Oakmark 0 | — | — | — | $12K | 0.3% | |
| Western Asset Core Plus Bond I Legg Mason 0 | — | — | — | $11K | 0.3% | |
| PIMCO Real Return Instl PIMCO 0 | — | — | — | $8K | 0.2% | |
| American Eupac R6 American Eupac 0 | — | — | — | $6K | 0.1% | |
| iShares Russell 2000 SmCap Ind K iShares 0 | — | — | — | $3K | <0.1% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $2K | <0.1% |