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Original filing (PDF)20251007114645NAL0002634531001
DULANY INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
DULANY INDUSTRIES, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
162
Accounts w/ balance
172
Plan assets (EOY)
$19.8M
Net assets (EOY)
$19.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DULANY INDUSTRIES, INC..
Plan sponsor
Name
DULANY INDUSTRIES, INC.
EIN
58-2552462
Address
118 EAST 35TH STREET, P.O. BOX 546 · SAVANNAH, GA · 31401
Phone
(912) 944-3740
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WINDHAM BRANNON, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE FIDUCIARY GROUP | — | SAVANNAH, GA | INVESTMENT ADVISOR | $44K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT PLAN COMPANY | 38-3712991 | — | NONE | $28K | — |
Investments
37 direct securities · 2 pooled funds· $19.3M(98% 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
$13.5M
36 holdings
Mutual Funds
$3.8M
1 holding
Common Collective Trust
$2.0M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares | Mutual Funds | — | — | $3.8M | 19.4% | |
| GGT LARGE CAP GROWTH FUND II CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802495 / PN 000 | Common Collective Trust | — | — | $1.6M | 8.3% | |
| BlackRock iShares US Aggregate Bond Index Fund Class K | — | — | — | $1.4M | 7.1% | |
| Vanguard Equity-Income Fund Admiral Shares | — | — | — | $1.4M | 7.1% | |
| JP Morgan Core Plus Bond Fund Class R6 | — | — | — | $958K | 4.8% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $874K | 4.4% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $854K | 4.3% | |
| MFS International Equity Fund Class R6 | — | — | — | $713K | 3.6% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $645K | 3.3% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $581K | 2.9% | |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund I Class | — | — | — | $528K | 2.7% | |
| Fidelity Short-Term Bond Fund | — | — | — | $494K | 2.5% | |
| Akre Capital Management Akre Focus Fund Institutional Class | — | — | — | $391K | 2.0% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $381K | 1.9% | |
| Carillon Tower Advisors Eagle Mid Cap Growth Fund Class R6 | — | — | — | $373K | 1.9% | |
| BlackRock Strategic Global Bond K | — | — | — | $347K | 1.8% | |
| Harbor Funds Small Cap Growth Fund | — | — | — | $344K | 1.7% | |
| Weitz Short Duration Income Fund | — | — | — | $332K | 1.7% | |
| GGT MID CAP VALUE FUND II CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802495 / PN 000 | Common Collective Trust | — | — | $330K | 1.7% | |
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $330K | 1.7% | |
| Vanguard Emerging Markets market stock index funds | — | — | — | $294K | 1.5% | |
| Interest-bearing cash * Charles Schwab Bank Savings | — | — | — | $268K | 1.4% | |
| Franklin Small Cap Value Fund Class R6 | — | — | — | $243K | 1.2% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $227K | 1.1% | |
| Vanguard Wellesley Income Fund Admiral Shares | — | — | — | $226K | 1.1% | |
| Driehaus Capital Emerging Markets Growth Fund Instl | — | — | — | $221K | 1.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $191K | 1.0% | |
| T. Rowe Price Balanced I Class | — | — | — | $182K | 0.9% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $179K | 0.9% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $128K | 0.6% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $127K | 0.6% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $113K | 0.6% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $64K | 0.3% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $47K | 0.2% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $26K | 0.1% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $14K | <0.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $9K | <0.1% | |
| Cohen and Steers Real Estate Securities Fund Class Z | — | — | — | $6K | <0.1% | |
| Fidelity Inflation-Protected Bond Index Fund | — | — | — | $5K | <0.1% |