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Original filing (PDF)20251016100817NAL0003129139001
DERBY FABRICATING SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
DERBY FABRICATING SOLUTIONS, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
278
Accounts w/ balance
367
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.8M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DERBY FABRICATING SOLUTIONS, LLC.
Plan sponsor
Name
DERBY FABRICATING SOLUTIONS, LLC
EIN
46-0855972
Address
4500 PRODUCE ROAD · LOUISVILLE, KY · 40218
Phone
(502) 964-9135
Industry
Manufacturingsee 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
2025-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
28 direct securities · 1 pooled fund· $18.4M(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
$9.8M
28 holdings
Pooled Separate Account
$8.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCT D VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8.7M | 88.8% | |
| Voya Retirement Insurance & Annuity Co Fidelity 500 Index Fund | — | — | — | $2.2M | 22.2% | |
| Voya Retirement Insurance & Annuity Co MFS Growth Fund | — | — | — | $1.2M | 12.3% | |
| Voya Retirement Insurance & Annuity Co BlackRock LifePath Ind 2035 Fund | — | — | — | $1.0M | 10.7% | |
| Voya Retirement Insurance & Annuity Co Voya Fixed Account | — | — | — | $937K | 9.6% | |
| Voya Retirement Insurance & Annuity Co American Funds New Perspective Fund | — | — | — | $900K | 9.2% | |
| Voya Retirement Insurance & Annuity Co BlackRock LifePath Ind Ret Fund | — | — | — | $503K | 5.2% | |
| Voya Retirement Insurance & Annuity Co JPMorgan Small Cap Growth Fund | — | — | — | $424K | 4.3% | |
| Voya Retirement Insurance & Annuity Co BlackRock LifePath Ind 2045 Fund | — | — | — | $312K | 3.2% | |
| Voya Retirement Insurance & Annuity Co PGIM High Yield Fund | — | — | — | $258K | 2.6% | |
| Voya Retirement Insurance & Annuity Co Vanguard Total International Stock Fund | — | — | — | $257K | 2.6% | |
| Voya Retirement Insurance & Annuity Co BlackRock LifePath Ind 2055 Fund | — | — | — | $241K | 2.5% | |
| Notes receivable from participants Loans to participant, various maturities interest rate 3.25% to 8.50% | — | — | — | $156K | 1.6% | |
| Voya Retirement Insurance & Annuity Co Western Asset Core Bond Fund | — | — | — | $154K | 1.6% | |
| Voya Retirement Insurance & Annuity Co BlackRock Mid-Cap Growth Equity Portfolio | — | — | — | $150K | 1.5% | |
| Voya Retirement Insurance & Annuity Co BlackRock LifePath Ind 2060 Fund | — | — | — | $144K | 1.5% | |
| Voya Retirement Insurance & Annuity Co BlackRock LifePath Ind 2040 Fund | — | — | — | $141K | 1.4% | |
| Voya Retirement Insurance & Annuity Co American Funds Europacific Fund | — | — | — | $122K | 1.3% | |
| Voya Retirement Insurance & Annuity Co BlackRock LifePath Ind 2050 Fund | — | — | — | $116K | 1.2% | |
| Voya Retirement Insurance & Annuity Co JPMorgan Equity Income Fund | — | — | — | $91K | 0.9% | |
| Voya Retirement Insurance & Annuity Co American Funds Balanced Fund | — | — | — | $90K | 0.9% | |
| Voya Retirement Insurance & Annuity Co BlackRock LifePath Ind 2030 Fund | — | — | — | $83K | 0.8% | |
| Voya Retirement Insurance & Annuity Co BlackRock LifePath Ind 2065 Fund | — | — | — | $67K | 0.7% | |
| Voya Retirement Insurance & Annuity Co Fidelity Mid Cap Index Fund | — | — | — | $61K | 0.6% | |
| Voya Retirement Insurance & Annuity Co MFS New Discovery Value Fund | — | — | — | $52K | 0.5% | |
| Voya Retirement Insurance & Annuity Co Voya Government Money Market Fund | — | — | — | $37K | 0.4% | |
| Voya Retirement Insurance & Annuity Co American Century Mid Cap Value Fund | — | — | — | $23K | 0.2% | |
| Voya Retirement Insurance & Annuity Co Fidelity Small Cap Ind Fund | — | — | — | $21K | 0.2% | |
| Voya Retirement Insurance & Annuity Co DFA Inflattion Protection Securities Portfolio | — | — | — | $15K | 0.2% |
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