Back to filter
Original filing (PDF)20251015072314NAL0002047971001
A. DUDA & SONS, INC.
Form 5500
FILING_RECEIVED
A. DUDA & SONS, INC. RETIREMENT AND SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,144
Accounts w/ balance
1,388
Plan assets (EOY)
$128.7M
Net assets (EOY)
$128.7M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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
1200 DUDA TRAIL · OVIEDO, FL · 32765
Phone
(407) 365-2140
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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
REHMANN ROBSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ | — | CINCINNATI, OH | NONE | $60K | — |
| REHMANN ROBSON | — | SAGINAW, MI | NONE | $43K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $18K | — |
| NEWPORT GROUP SECURITIES | — | WALNUT CREEK, CA | NONE | $10K | — |
Investments
28 direct securities · 1 pooled fund· $125.5M(97% 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.
Uncategorized
$105.1M
27 holdings
Mutual Funds
$16.8M
1 holding
Common Collective Trust
$3.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price T Rowe Price All-Cap Opportunity | — | — | — | $17.3M | 13.5% | |
| s * T Rowe Price Retirement 2030 | Mutual Funds | — | — | $16.8M | 13.1% | |
| T Rowe Price Retirement 2040 | — | — | — | $11.8M | 9.1% | |
| T Rowe Price Equity Index 500 | — | — | — | $8.8M | 6.8% | |
| T Rowe Price Retirement 2025 | — | — | — | $7.2M | 5.6% | |
| T Rowe Price Mid-Cap Growth | — | — | — | $7.0M | 5.5% | |
| T Rowe Price Retirement 2035 | — | — | — | $6.6M | 5.1% | |
| T Rowe Price Retirement 2050 | — | — | — | $5.4M | 4.2% | |
| T Rowe Price Retirement 2045 | — | — | — | $5.4M | 4.2% | |
| T Rowe Price Small-Cap Value | — | — | — | $5.3M | 4.1% | |
| T Rowe Price T Rowe Price Government Money | — | — | — | $4.9M | 3.8% | |
| T Rowe Price Equity Income | — | — | — | $4.6M | 3.6% | |
| T Rowe Price Capital Appreciation | — | — | — | $3.9M | 3.0% | |
| T Rowe Price Spectrum Income | — | — | — | $3.7M | 2.9% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3.5M | 2.7% | |
| T Rowe Price Retirement 2020 | — | — | — | $2.7M | 2.1% | |
| American Funds American Funds Europac Growth | — | — | — | $2.5M | 1.9% | |
| T Rowe Price Retirement 2055 | — | — | — | $2.4M | 1.8% | |
| T Rowe Price Retirement 2060 | — | — | — | $1.5M | 1.2% | |
| Cohen & Steers Cohen & Steers Real Estate Sec | — | — | — | $832K | 0.6% | |
| T Rowe Price Retirement 2015 | — | — | — | $716K | 0.6% | |
| American Funds American Fund Bond | — | — | — | $525K | 0.4% | |
| T Rowe Price Vanguard Materials Index | — | — | — | $475K | 0.4% | |
| T Rowe Price Retirement 2005 | — | — | — | $447K | 0.3% | |
| T Rowe Price Retirement 2065 | — | — | — | $439K | 0.3% | |
| American Funds American Funds New World | — | — | — | $301K | 0.2% | |
| T Rowe Price Retirement 2010 | — | — | — | $165K | 0.1% | |
| Vanguard Inf Protected Sec | — | — | — | $163K | 0.1% | |
| PIMCO All Asset | — | — | — | $36K | <0.1% |