Original filing (PDF)20251009091856NAL0003458579001

DOE-ANDERSON, INC.

Name: DOE-ANDERSON, INC. — DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: DOE-ANDERSON, INC.

Form 5500

FILING_RECEIVED

DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

122

Accounts w/ balance

109

Plan assets (EOY)

$13.8M

Net assets (EOY)

$13.8M

How this plan invests

This plan

1 pooled trust

Schedule D

3 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOE-ANDERSON, INC..

Plan sponsor

Name

DOE-ANDERSON, INC.

EIN

61-0525990

Address

680 SOUTH 4TH STREET · LOUISVILLE, KY · 402022933

Phone

(502) 589-1700

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

010

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

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)

Service providers (Schedule C)

No Schedule C providers reported

Investments

3 direct securities · 1 pooled fund· $27.5M(100% 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

$13.7M

2 holdings

103-12 Investment Entity

$13.7M

1 holding

Participant loans

$39K

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	AAAA Benefits, Inc. 103-12 Investment Entity	—	—	—	$13.7M	99.6%

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