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Original filing (PDF)20251014175303NAL0007063378001
DUCK RIVER ELECTRIC MEMBERSHIP CORPORATION
Form 5500
FILING_RECEIVED
DUCK RIVER ELECTRIC MEMBERSHIP CORPORATION RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
59% in single holdingNo recordkeeper disclosed
Active participants
171
Accounts w/ balance
—
Plan assets (EOY)
$60.2M
Net assets (EOY)
$60.2M
How this plan invests
This plan
5 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Great Gray Collective Investment Trust DB Growth Portfolio 1,813,610.155 shs." is 59% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (11 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DUCK RIVER ELECTRIC MEMBERSHIP CORPORATION.
Plan sponsor
Name
DUCK RIVER ELECTRIC MEMBERSHIP CORPORATION
EIN
62-0186725
Address
1411 MADISON STREET, P.O. BOX 89 · SHELBYVILLE, TN · 37160
Phone
(931) 684-4621
Industry
Utilitiessee 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
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
WINNET ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $27K | — |
| US BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $21K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $18K | — |
| US BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $0 | — |
Investments
5 direct securities· $58.3M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Great Gray Collective Investment Trust DB Growth Portfolio 1,813,610.155 shs. | — | — | $23.9M | $34.7M | 57.5% | |
| PGIM Total Return Bond Fund Class R6 977,805.186 shs. | — | — | $13.4M | $11.6M | 19.2% | |
| Blackrock Total Return Fund 1,178,220.889 shs. | — | — | $13.5M | $11.6M | 19.2% | |
| First American Treasury Obligations | — | — | $506K | $506K | 0.8% | |
| Accrued interest receivable | — | — | $2K | $2K | <0.1% |