How big is DCOR, LLC's plan?

DCOR, LLC's plan reported $44.6M in assets and 341 participants for 2024.

Original filing (PDF)20250912171820NAL0001523457001

DCOR, LLC

Name: DCOR, LLC — DCOR LLC 401(k) Plan, Form 5500 (2024)
Creator: DCOR, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

DCOR LLC 401(k) Plan

401(k) retirement plan · DCOR, LLC's DCOR LLC 401(k) Plan held $44.6M in plan assets for 341 participants in 2024, with Transamerica as recordkeeper.

Active participants

341

Accounts w/ balance

299

Plan assets (EOY)

$44.6M

Net assets (EOY)

$44.6M

People on this filing

Joann Siros signed DCOR, LLC's 2024 Form 5500 as plan administrator.

Joann Siros — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

DCOR, LLC's EIN is 75-2947081.

EIN 75-2947081

Plan number 001

Plan year 2024

ACK ID 20250912171820NAL0001523457001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for DCOR, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

DCOR, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DCOR, LLC.

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How this plan invests

This plan

47 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

High average account balance (89th percentile).

Plan sponsor

Name

DCOR, LLC

EIN

all filings

Address

1000 TOWN CENTER DRIVE · SUITE 600 · OXNARD, CA · 93036

Phone

(805) 535-2035

Industry

Wholesale Trade

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

2025-09-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$13K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC	13-2638166	—	INVESTMENT ADVISORY-PLAN	$83K	—

Accountant / Auditor

Investments

47 direct securities· $45.2M(100% of reported assets)

Mutual Funds

$27.5M

30 holdings

Other securities

$9.6M

12 holdings

Stable Value

$3.4M

1 holding

Common Collective Trusts

$3.2M

2 holdings

Bonds / Notes

$1.3M

1 holding

Common Stocks

$201K

1 holding

					% of plan
Vanguard Target Retirement 2025 Inv Mutual Fund	Mutual Funds	—	—	$4.0M	8.9%
Vanguard Target Retirement 2045 Inv Mutual Fund	Mutual Funds	—	—	$3.6M	8.0%
Stable Value Fund * Transamerica Life Insurance Company Guaranteed Investment Contract	Stable Value	—	—	$3.4M	7.5%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$3.1M	6.9%
JPMorgan Large Cap Growth R6 Mutual Fund	Other securities	—	—	$2.8M	6.3%
Transamerica Mid Cap Value Opportunities R Mutual Fund	Other securities	—	—	$1.7M	3.9%
Vanguard Target Retirement 2035 Inv Mutual Fund	Mutual Funds	—	—	$1.7M	3.7%
MFS Growth Allocation R3 Mutual Fund	Mutual Funds	—	—	$1.5M	3.4%
Vanguard Target Retirement 2030 Inv Mutual Fund	Mutual Funds	—	—	$1.5M	3.3%
Vanguard Target Retirement 2050 Inv Mutual Fund	Mutual Funds	—	—	$1.4M	3.2%
American Funds New Perspective R6 Mutual Fund	Mutual Funds	—	—	$1.4M	3.1%
Participant loans Interest rates range from 4.25% to 9.50%	Bonds / Notes	—	—	$1.3M	3.0%
MFS Aggressive Growth Allocation R3 Mutual Fund	Mutual Funds	—	—	$1.2M	2.7%
Janus Henderson Forty I Mutual Fund	Mutual Funds	—	—	$1.2M	2.7%
Vanguard Small Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$1.1M	2.5%
Vanguard Target Retirement 2040 Inv Mutual Fund	Mutual Funds	—	—	$1.1M	2.5%
BlackRock Equity Dividend Inv A Mutual Fund	Other securities	—	—	$1.0M	2.4%
MFS Conservative Allocation R3 Mutual Fund	Mutual Funds	—	—	$980K	2.2%
American Funds Fundamental Invs R6 Mutual Fund	Mutual Funds	—	—	$923K	2.1%
BNY Mellon Mutual Fund	Other securities	—	—	$821K	1.8%
DFA US Small Cap I Mutual Fund	Mutual Funds	—	—	$804K	1.8%
Janus Henderson Enterprise N Mutual Fund	Mutual Funds	—	—	$696K	1.6%
BlackRock High Yield Bond K Mutual Fund	Other securities	—	—	$687K	1.5%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$561K	1.3%
BNY Mellon Worldwide Gr I	Other securities	—	—	$551K	1.2%
Vanguard Target Retirement 2055 Inv Mutual Fund	Mutual Funds	—	—	$528K	1.2%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$499K	1.1%
BlackRock Global Allocation Instl Mutual Fund	Other securities	—	—	$490K	1.1%
Vanguard Real Estate IndexAdmiral Mutual Fund	Mutual Funds	—	—	$397K	0.9%
MFS Moderate Allocation R3 Mutual Fund	Mutual Funds	—	—	$385K	0.9%
JPMorgan Equity Income R6 Mutual Fund	Other securities	—	—	$380K	0.9%
Franklin Gold and Precious Metals R6 Mutual Fund	Mutual Funds	—	—	$379K	0.8%
Fidelity Large Cap Value Index Mutual Fund	Mutual Funds	—	—	$359K	0.8%
Vanguard Target Retirement 2060 Inv Mutual Fund	Mutual Funds	—	—	$340K	0.8%
JPMorgan Mortgage Backed Securities R6 Mutual Fund	Other securities	—	—	$332K	0.7%
T. Rowe Price Diversified Mid Cap Gr I Mutual Fund	Other securities	—	—	$288K	0.6%
BNY Mellon Natural Resources Y	Other securities	—	—	$270K	0.6%
Fidelity Advisor Government Income I Mutual Fund	Mutual Funds	—	—	$269K	0.6%
Fidelity Small Cap Growth Index Mutual Fund	Mutual Funds	—	—	$261K	0.6%
Columbia Total Return Bond Cl A Mutual Fund	Common Stocks	—	—	$201K	0.5%
Vanguard Target Retirement 2065 Inv Mutual Fund	Mutual Funds	—	—	$174K	0.4%
BrandywineGLOBAL Global Opps Bond IS Mutual Fund	Other securities	—	—	$140K	0.3%
Vanguard Emerging Mkts Stock Idx Adm Mutual Fund	Common Collective Trusts	—	—	$104K	0.2%
American Century Infl-Adj Bond Inv Mutual Fund	Mutual Funds	—	—	$96K	0.2%
Vanguard Target Retirement Income Inv Mutual Fund	Mutual Funds	—	—	$95K	0.2%
MFS Massachusetts Investors Tr R2 Mutual Fund	Mutual Funds	—	—	$75K	0.2%
Vanguard Target Retirement 2070 Inv Mutual Fund	Mutual Funds	—	—	$21K	<0.1%