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Original filing (PDF)20251015130531NAL0004928241001
DANCO BUILDERS
Form 5500
FILING_RECEIVED
DANCO BUILDERS 401(K) PLAN
401(k) retirement plan
Signals · 1
50% in single holding
Active participants
185
Accounts w/ balance
225
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
How this plan invests
This plan
1 pooled trust
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- Top holding "Ameritas Life Insurance Corp. Separate Account G" is 50% of plan.
Helping the score
- Below-peer total fees (24 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DANCO BUILDERS.
Plan sponsor
Name
DANCO BUILDERS
EIN
68-0106772
Address
5251 ERICSON WAY SUITE A · ARCATA, CA · 95521
Phone
(707) 822-9000
Industry
Constructionsee 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
2025-10-15
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
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)
Audit & trust (Schedule H)
Auditor
HOFFMAN, STEWART & SCHMIDT, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KINGSVIEW WEALTH MANAGEMENT | 26-4016866 | — | INVESTMENT ADVISORY FEE | $16K | — |
Investments
15 direct securities · 1 pooled fund· $17.4M(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
$8.7M
15 holdings
Pooled Separate Account
$8.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT G-3 AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $8.7M | 97.8% | |
| Vanguard Target Retirement, 2040 Investor Shares Pooled separate account | — | — | — | $1.6M | 17.9% | |
| Vanguard Target Retirement, 2055 Investor Shares Pooled separate account | — | — | — | $1.3M | 14.4% | |
| Vanguard Target Retirement, 2030 Investor Shares Pooled separate account | — | — | — | $1.2M | 13.1% | |
| Vanguard Target Retirement, 2060 Investor Shares Pooled separate account | — | — | — | $1.2M | 13.1% | |
| Vanguard Target Retirement, 2035 Investor Shares Pooled separate account | — | — | — | $1.1M | 11.9% | |
| Vanguard Target Retirement, 2020 Investor Shares Pooled separate account | — | — | — | $766K | 8.6% | |
| Vanguard Target Retirement, 2045 Investor Shares Pooled separate account | — | — | — | $577K | 6.5% | |
| Vanguard Target Retirement, 2050 Investor Shares Pooled separate account | — | — | — | $474K | 5.3% | |
| Vanguard Target Retirement, 2065 Investor Shares Pooled separate account | — | — | — | $442K | 5.0% | |
| Vanguard Target Retirement, 2070 Investor Shares Pooled separate account | — | — | — | $101K | 1.1% | |
| Vanguard Target Retirement, 2025 Investor Shares Pooled separate account | — | — | — | $38K | 0.4% | |
| Vanguard Balanced Index Fund, Admiral Shares Pooled separate account | — | — | — | $19K | 0.2% | |
| Vanguard 500 Index, Admiral Shares Pooled separate account | — | — | — | $16K | 0.2% | |
| Stable Fixed Investment Account Guaranteed investment contract | — | — | — | $6K | <0.1% | |
| Fidelity VIP Government Money Market Portfolio Pooled separate account | — | — | — | $2K | <0.1% |