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Original filing (PDF)20250930050813NAL0011914481001
DRAKE EXTRUSION INC.
Form 5500
FILING_RECEIVED
DRAKE EXTRUSION INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
241
Accounts w/ balance
247
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
How this plan invests
This plan
1 pooled trust
Schedule D
21 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "INVESCO STABLE ASSET - ADPZ" is 29% of plan.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DRAKE EXTRUSION INC..
Plan sponsor
Name
DRAKE EXTRUSION INC.
EIN
54-1764685
Address
P O BOX 4868 · MARTINSVILLE, VA · 24115
Phone
(276) 632-0159
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
2025-09-30
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BERNARD ROBINSON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
Investments
20 direct securities · 1 pooled fund· $10.8M(98% 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.
Registered Investment Companies
$7.7M
20 holdings
Common Collective Trust
$3.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $3.1M | 28.4% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $2.0M | 18.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.1M | 9.7% | |
| THORNBURG INTL EQUITY R6 | Registered Investment Companies | — | — | $936K | 8.5% | |
| GS SMALL CAP VALUE INSIGHTS R6 | Registered Investment Companies | — | — | $746K | 6.8% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $706K | 6.4% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $601K | 5.4% | |
| DWS GLOBAL HIGH INCOME R6 | Registered Investment Companies | — | — | $345K | 3.1% | |
| FID FDM INDEX 2035 INV | Registered Investment Companies | — | — | $250K | 2.3% | |
| FID FDM INDEX 2030 INV | Registered Investment Companies | — | — | $198K | 1.8% | |
| FID FREEDOM IND 2040 INVESTOR | Registered Investment Companies | — | — | $161K | 1.5% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $156K | 1.4% | |
| FID F INDEX INC INV | Registered Investment Companies | — | — | $146K | 1.3% | |
| FID F IND 2025 INV | Registered Investment Companies | — | — | $117K | 1.1% | |
| FID FREEDOM INDEX 2065 INV | Registered Investment Companies | — | — | $86K | 0.8% | |
| FID FRDM INDEX 2050 INV | Registered Investment Companies | — | — | $54K | 0.5% | |
| FID FRDM INDEX 2055 INV | Registered Investment Companies | — | — | $42K | 0.4% | |
| FID F IND 2060 INV | Registered Investment Companies | — | — | $25K | 0.2% | |
| FID FREEDOM IND 2020 INVESTOR | Registered Investment Companies | — | — | $14K | 0.1% | |
| FID FRDM INDEX 2045 INV | Registered Investment Companies | — | — | $11K | <0.1% | |
| FID FREEDOM INDEX 2010 INV | Registered Investment Companies | — | — | $10K | <0.1% |
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