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Original filing (PDF)20251010091149NAL0012200000001
A. DUDA & SONS, INC.
Form 5500
FILING_RECEIVED
RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC.
Defined-benefit pension plan
Active participants
46
Accounts w/ balance
—
Plan assets (EOY)
$29.4M
Net assets (EOY)
$29.3M
How this plan invests
This plan
18 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
75
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for A. DUDA & SONS, INC..
Plan sponsor
Name
A. DUDA & SONS, INC.
EIN
59-0700499
Address
P.O. BOX 620257 · OVIEDO, FL · 327620257
Phone
(407) 365-2111
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Name
THE RETIREMENT COMMITTEE OF A. DUDA & SONS, INC.
EIN
59-1661184
City
OVIEDO, FL
Phone
(407) 365-2111
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
REHMANN ROBSON, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT ADVISORY | $64K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMERICA BANK INSTITUTIONAL TRUST | 59-0700499 | — | TRUST | $41K | — |
Investments
18 direct securities· $29.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GS Finance Corp | — | — | $4.0M | $4.0M | 13.5% | |
| Barclays Bank PLC | — | — | $3.0M | $3.2M | 10.8% | |
| Bank Nova Scotia | — | — | $3.0M | $3.2M | 10.8% | |
| UBS Bank | — | — | $2.8M | $2.8M | 9.7% | |
| JP Morgan Chase Financial | — | — | $2.0M | $2.3M | 7.8% | |
| JP Morgan Chase Financial | — | — | $2.0M | $2.3M | 7.8% | |
| Bank Nova Scotia | — | — | $2.0M | $2.1M | 7.2% | |
| Barclays Bank PLC | — | — | $2.0M | $2.0M | 6.9% | |
| JP Morgan Chase Financial | — | — | $1.0M | $1.2M | 4.0% | |
| Southern Calif Edison | — | — | $769K | $755K | 2.6% | |
| Treasury Notes | — | — | $763K | $754K | 2.6% | |
| Treasury Note | — | — | $758K | $750K | 2.6% | |
| Intel Corp | — | — | $763K | $750K | 2.6% | |
| Royal BK CDA | — | — | $759K | $749K | 2.5% | |
| Bank of America Corp | — | — | $759K | $747K | 2.5% | |
| Invesco Fin PLC | — | — | $752K | $742K | 2.5% | |
| Charles Schwab Corp. | — | — | $750K | $739K | 2.5% | |
| Comerica | — | — | $82K | $82K | 0.3% |