Back to filter
Original filing (PDF)20251003084717NAL0000740115001
DANFOSS POWER SOLUTIONS II, LLC
Form 5500
FILING_RECEIVED
DANFOSS PERSONAL INVESTMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
144
Accounts w/ balance
105
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
13 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (21 bps vs 52 bps peer median).
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
006
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
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
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 | 84-0467907 | — | NONE | $8K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $8K | — |
Investments
17 direct securities · 13 pooled funds· $8.8M(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
$4.9M
17 holdings
Common Collective Trust
$3.9M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.1M | 14.3% | |
| Vanguard Institutional Index Fund Mutual Fund | — | — | — | $934K | 12.1% | |
| SSGA RUSSELL SMALL/MID CAP IDX NL S STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 167 | Common Collective Trust | — | — | $884K | 11.4% | |
| T. Rowe Price Stable Value Common Trust A Collective Trust Fund | — | — | — | $884K | 11.4% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $740K | 9.6% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $601K | 7.8% | |
| T. Rowe Price Institutional Large Cap Growth Mutual Fund | — | — | — | $552K | 7.1% | |
| Vanguard Total Bond Market Index Institutional Mutual Fund | — | — | — | $478K | 6.2% | |
| Vanguard Total International Stock Index Institutional Mutual Fund | — | — | — | $355K | 4.6% | |
| PIMCO Total Return Institutional Mutual Fund | — | — | — | $341K | 4.4% | |
| Vanguard Equity-Income Admiral Mutual Fund | — | — | — | $302K | 3.9% | |
| Participants Participant loans (4.25%-9.50%) | — | — | — | $241K | 3.1% | |
| SSgA Russell Small/Mid Cap Index Non-lending Series C Collective Trust Fund | — | — | — | $200K | 2.6% | |
| T. ROWE PRICE STABLE VALUE COMMON T T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $200K | 2.6% | |
| Hartford Strategic Income R6 Mutual Fund | — | — | — | $172K | 2.2% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $146K | 1.9% | |
| DFA US Targeted Value I Mutual Fund | — | — | — | $118K | 1.5% | |
| Vanguard International Value Fund Mutual Fund | — | — | — | $101K | 1.3% | |
| MFS International Growth R6 Mutual Fund 198 PIMCO Commodity Real Return Strategy Institutional Mutual Fund | — | — | — | $100K | 1.3% | |
| Similar Party Par, or Maturity Value DFA Global RE Securities Mutual Fund | — | — | — | $71K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $57K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $55K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $50K | 0.6% | |
| Fidelity Small Cap Growth K6 Mutual Fund | — | — | — | $40K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $27K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $25K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $20K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $11K | 0.1% | |
| T. Rowe Price International Discovery I Mutual Fund | — | — | — | $5K | <0.1% | |
| Fidelity Emerging Markets K Mutual Fund | — | — | — | $4K | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY O
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
3M COMPANY
3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN
$10.6B · 21,780 participants
THE NEW YORK-PRESBYTERIAN HOSPITAL
THE RETIREMENT SAVINGS PLAN
$4.8B · 50,152 participants
BAYLOR SCOTT & WHITE HOLDINGS
BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN
$4.7B · 46,788 participants
HEALTH CARE SERVICE CORPORATION
THE 401K PLAN
$3.9B · 36,460 participants
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
Similar-size Manufacturing plans
MILWAUKEE BEARING AND MACHINING, INC
MILWAUKEE BEARING AND MACHINING, INC. 401(K) PROFIT SHARING PLAN
$7.7M · 59 participants
NORTH AMERICA FUEL SYSTEMS REMANUFACTURING, LLC
NORTH AMERICA FUEL SYSTEMS REMANUFACTURING, LLC 401(K) PLAN
$7.7M · 104 participants
ENGINES, INC.
ENGINES, INC. 401K PROFIT SHARING PLAN AND TRUST
$7.7M · 71 participants
DUPAGE PRECISION PRODUCTS, INC.
DUPAGE PRECISION PRODUCTS, INC. 401(K) PLAN
$7.8M · 46 participants
CUMMINS INC.
LONG TERM DISABILITY PLAN OF CUMMINS INC.
$7.9M · 29,700 participants
DELTA RESEARCH CORPORATION
DELTA RESEARCH/DELTA GEAR 401(K) PLAN
$8.1M · 163 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B