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Original filing (PDF)20251003083814NAL0000733491001
DANFOSS POWER SOLUTIONS II, LLC
Form 5500
FILING_RECEIVED
DANFOSS USA SAVINGS PLAN II
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,438
Accounts w/ balance
2,764
Plan assets (EOY)
$177.7M
Net assets (EOY)
$177.7M
How this plan invests
This plan
16 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 18 bps in Schedule C fees — 80% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DANFOSS POWER SOLUTIONS II, LLC.
Plan sponsor
Name
DANFOSS POWER SOLUTIONS II, LLC
EIN
85-1065969
Address
2800 EAST 13TH STREET · AMES, IA · 50010
Phone
(515) 239-6000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $221K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $98K | — |
Investments
16 direct securities · 16 pooled funds· $177.6M(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.
Common Collective Trust
$107.6M
16 holdings
Uncategorized
$70.0M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual Fund | — | — | — | $20.3M | 11.4% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $17.8M | 10.0% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $15.9M | 9.0% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $13.3M | 7.5% | |
| T. Rowe Price Institutional Large Cap Growth Mutual Fund | — | — | — | $12.3M | 6.9% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $11.4M | 6.4% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $9.9M | 5.6% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $9.8M | 5.5% | |
| Vanguard Total International Stock Index Institutional Mutual Fund | — | — | — | $6.9M | 3.9% | |
| SSGA RUSSELL SMALL/MID CAP IDX NL S STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 167 | Common Collective Trust | — | — | $6.9M | 3.9% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $6.7M | 3.8% | |
| T. ROWE PRICE STABLE VALUE COMMON T T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $5.7M | 3.2% | |
| Participants Participant loans (4.25% to 9.50%) | — | — | — | $5.5M | 3.1% | |
| Vanguard Total Bond Market Index Institutional Mutual Fund | — | — | — | $5.1M | 2.9% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $3.9M | 2.2% | |
| Vanguard Equity-Income Admiral Mutual Fund | — | — | — | $3.5M | 2.0% | |
| DFA US Targeted Value I Mutual Fund | — | — | — | $3.3M | 1.9% | |
| PIMCO Total Return Institutional Mutual Fund | — | — | — | $2.8M | 1.6% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.8M | 1.6% | |
| Hartford Strategic Income R6 Mutual Fund | — | — | — | $2.1M | 1.2% | |
| Vanguard International Value Fund Mutual Fund | — | — | — | $2.1M | 1.2% | |
| Fidelity Small Cap Growth K6 Mutual Fund | — | — | — | $2.0M | 1.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.8M | 1.0% | |
| T. Rowe Price International Discovery I Mutual Fund | — | — | — | $1.3M | 0.8% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.7% | |
| Similar Party Par, or Maturity Value DFA Global RE Securities Mutual Fund | — | — | — | $1.1M | 0.6% | |
| PIMCO Commodity Real Return Strategy Institutional Mutual Fund | — | — | — | $877K | 0.5% | |
| Fidelity Emerging Markets K Mutual Fund | — | — | — | $521K | 0.3% | |
| MFS International Growth R6 Mutual Fund | — | — | — | $365K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $278K | 0.2% | |
| T ROWE PRICE RETIREMENT BALANCED TR T. ROWE PRICE · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $253K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $197K | 0.1% |
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