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Original filing (PDF)20251014115403NAL0003850096001
DBC CORPORATION DBA DE BEUKELAER CORPORATION
Form 5500
FILING_RECEIVED
DE BEUKELAER CORPORATION 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~185 bps in Sched C fees
Active participants
124
Accounts w/ balance
130
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 185 bps in Schedule C fees — 255% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DBC CORPORATION DBA DE BEUKELAER CORPORATION.
Plan sponsor
Name
DBC CORPORATION DBA DE BEUKELAER CORPORATION
EIN
64-0608835
Address
228 INDUSTRIAL DRIVE N · MADISON, MS · 39110
Phone
(601) 856-7454
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
2025-10-14
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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAGNOLIA CAPITAL ADVISORS LLC | — | JACKSON, MS | INVESTMENT ADVISOR | $3K | — |
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $33 | — |
Investments
25 direct securities· $1.2M(100% of reported assets)
Uncategorized
$1.2M
24 holdings
Mutual Funds
$2K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date 12,484 N/A | — | — | — | $238K | 20.3% | |
| American Funds 2025 Target Date 9,254 N/A | — | — | — | $141K | 12.0% | |
| American Funds 2045 Target Date 6,547 N/A | — | — | — | $139K | 11.8% | |
| American Funds 2040 Target Date 6,188 N/A | — | — | — | $127K | 10.8% | |
| Fidelity 500 Index 395 N/A | — | — | — | $81K | 6.9% | |
| Fidelity Advisor Growth Opps Z 356 N/A | — | — | — | $72K | 6.1% | |
| American Funds 2050 Target Date 3,335 N/A | — | — | — | $70K | 5.9% | |
| American Funds 2030 Target Date 3,920 N/A | — | — | — | $68K | 5.8% | |
| American Funds 2060 Target Date 2,239 N/A | — | — | — | $40K | 3.4% | |
| American Funds 2055 Target Date 1,511 N/A | — | — | — | $40K | 3.4% | |
| iShares MSCI EAFE International Index K 1,914 N/A | — | — | — | $29K | 2.5% | |
| American Funds 2065 Target Date 1,585 N/A | — | — | — | $28K | 2.4% | |
| Fidelity Large Cap Value Index 1,503 N/A | — | — | — | $27K | 2.3% | |
| Fidelity Small Cap Index 710 N/A | — | — | — | $20K | 1.7% | |
| Fidelity Mid Cap Index 429 N/A | — | — | — | $14K | 1.2% | |
| Invesco Small Cap Value R6 310 N/A | — | — | — | $8K | 0.7% | |
| Empower Annuity Insurance Company of America Investment contract, at contract value 1.41% N/A | — | — | — | $7K | 0.6% | |
| American Funds New World R6 62 N/A | — | — | — | $5K | 0.4% | |
| BlackRock Inflation Protected Bond K 438 N/A | — | — | — | $4K | 0.4% | |
| PIMCO Total Return Instl 447 N/A | — | — | — | $4K | 0.3% | |
| Fidelity Growth Strategies K6 158 N/A | — | — | — | $3K | 0.2% | |
| PGIM Jennison Small Company R6 94 N/A | — | — | — | $2K | 0.2% | |
| American Funds 2020 Target Date 162 N/A | Mutual Funds | — | — | $2K | 0.2% | |
| Western Asset Corporate Bond I 184 N/A | — | — | — | $2K | 0.2% | |
| BlackRock Mid-Cap Value Institutional 78 N/A | — | — | — | $2K | 0.1% |