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Original filing (PDF)20250725082834NAL0006368561001
DAYTON-GRANGER INC.
Form 5500
FILING_RECEIVED
DAYTON-GRANGER INC. 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
145
Accounts w/ balance
159
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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 DAYTON-GRANGER INC..
Plan sponsor
Name
DAYTON-GRANGER INC.
EIN
59-1926443
Address
3299 SW 9TH AVE · FT. LAUDERDALE, FL · 33315
Phone
(954) 463-3451
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
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)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | NONE | $33K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $4K | — |
Investments
34 direct securities · 1 pooled fund· $20.6M(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
$11.1M
34 holdings
Pooled Separate Account
$9.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $9.4M | 84.5% | |
| GREAT GRAY TRUST RETIREMENTTRACK AMFDS 2045 R1 MUTUAL FUND SHARES 0 | — | — | — | $1.6M | 14.2% | |
| AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0 | — | — | — | $1.3M | 11.9% | |
| VANGUARD GROWTH AND INC ADM MUTUAL FUND SHARES 0 | — | — | — | $1.1M | 9.5% | |
| GREAT GRAY TRUST GGT LARGE CAP GROWTH II R1 MUTUAL FUND SHARES 0 | — | — | — | $810K | 7.2% | |
| GREAT GRAY TRUST RETIREMENTTRACK AMFDS 2025 R1 MUTUAL FUND SHARES 0 | — | — | — | $769K | 6.9% | |
| AMERICAN FUNDS AMERFDS AMERICAN HIGH-INC R6 MUTUAL FUND SHARES 0 | — | — | — | $673K | 6.0% | |
| GREAT GRAY TRUST RETIREMENTTRACK AMFDS 2030 R1 MUTUAL FUND SHARES 0 | — | — | — | $576K | 5.2% | |
| PIONEER BOND K MUTUAL FUND SHARES 0 | — | — | — | $556K | 5.0% | |
| GREAT GRAY TRUST RETIREMENTTRACK AMFDS 2060 R1 MUTUAL FUND SHARES 0 | — | — | — | $526K | 4.7% | |
| GREAT GRAY TRUST GGT MID CAP GROWTH II R1 MUTUAL FUND SHARES 0 | — | — | — | $380K | 3.4% | |
| PARTICIPANTS LOANS 4.25% TO 9.5% 0 | — | — | — | $375K | 3.4% | |
| FIDELITY SM CAP INDEX MUTUAL FUND SHARES 0 | — | — | — | $350K | 3.1% | |
| GREAT GRAY TRUST RETIREMENTTRACK AMFDS 2020 R1 MUTUAL FUND SHARES 0 | — | — | — | $256K | 2.3% | |
| GREAT GRAY TRUST RETIREMENTTRACK AMFDS 2035 R1 MUTUAL FUND SHARES 0 | — | — | — | $250K | 2.2% | |
| VANGUARD INTL GR ADM MUTUAL FUND SHARES 0 | — | — | — | $210K | 1.9% | |
| GREAT GRAY TRUST RETIREMENTTRACK AMFDS 2050 R1 MUTUAL FUND SHARES 0 | — | — | — | $191K | 1.7% | |
| MASS MUTUAL MMUTUAL SM CAP GR EQ I MUTUAL FUND SHARES 0 | — | — | — | $180K | 1.6% | |
| GREAT GRAY TRUST RETIREMENTTRACK AMFDS 2040 R1 MUTUAL FUND SHARES 0 | — | — | — | $173K | 1.6% | |
| AMERICAN CENTURY AMERCENT STRAT ALLOC MOD R6 MUTUAL FUND SHARES 0 698 AMERICAN FUNDS AMERFDS AMERICAN BALANCED R6 MUTUAL FUND SHARES 0 | — | — | — | $139K | 1.2% | |
| GREAT GRAY TRUST RETIREMENTTRACK AMFDS 2010 R1 MUTUAL FUND SHARES 0 | — | — | — | $119K | 1.1% | |
| VANGUARD STRATEGIC EQUITY INV MUTUAL FUND SHARES 0 | — | — | — | $88K | 0.8% | |
| GREAT GRAY TRUST GGT LARGE CAP VALUE R1 MUTUAL FUND SHARES 0 | — | — | — | $87K | 0.8% | |
| VICTORY SYCAM ESTABLISH VAL R6 MUTUAL FUND SHARES 0 | — | — | — | $77K | 0.7% | |
| GREAT GRAY TRUST RETIREMENTTRACK AMFDS 2065 R1 MUTUAL FUND SHARES 0 | — | — | — | $61K | 0.5% | |
| GREAT GRAY TRUST RETIREMENTTRACK AMFDS 2055 R1 MUTUAL FUND SHARES 0 | — | — | — | $59K | 0.5% | |
| PIMCO GLBL BD OPP USD-HDG INST MUTUAL FUND SHARES 0 156 PIMCO REAL RETURN INSTL MUTUAL FUND SHARES 0 | — | — | — | $56K | 0.5% | |
| DFA GLOBAL EQTY I MUTUAL FUND SHARES 0 | — | — | — | $51K | 0.5% | |
| DFA US TARGETED VAL I MUTUAL FUND SHARES 0 | — | — | — | $46K | 0.4% | |
| VANGUARD 500 INDEX ADM MUTUAL FUND SHARES 0 | — | — | — | $36K | 0.3% | |
| AMERICAN FUNDS AMERFDS CAPITAL INCOME BLDR R6 MUTUAL FUND SHARES 0 156 AMERICAN FUNDS AMERICAN FUNDS US GOV SEC R6 MUTUAL FUND SHARES 0 | — | — | — | $30K | 0.3% | |
| JANUS HENDERSON JAN HEN GLOBAL TECHNOLOGY N MUTUAL FUND SHARES 0 | — | — | — | $21K | 0.2% | |
| T. ROWE PRICE TROWEPRICE HEALTH SCIENCE I MUTUAL FUND SHARES 0 | — | — | — | $8K | <0.1% | |
| VANGUARD SMCAP GRTH IDX ADM MUTUAL FUND SHARES 0 | — | — | — | $7K | <0.1% | |
| AMERICAN CENTURY AMERCENT STRAT ALLOC AGRSV R6 MUTUAL FUND SHARES 0 | — | — | — | $5K | <0.1% |
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