How big is Donley Companies, Inc.'s plan?

Donley Companies, Inc.'s plan reported $22.3M in assets and 526 participants for 2024.

Original filing (PDF)20250731093724NAL0002958531001

Donley Companies, Inc.

Name: Donley Companies, Inc. — Donley's 401(k) Retirement, Form 5500 (2024)
Creator: Donley Companies, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Donley's 401(k) Retirement Plan

401(k) retirement plan · Donley Companies, Inc.'s Donley's 401(k) Retirement Plan held $22.3M in plan assets for 526 participants in 2024, with Empower as recordkeeper.

Active participants

526

Accounts w/ balance

304

Plan assets (EOY)

$22.3M

Net assets (EOY)

$22.3M

Plan identifiers

Donley Companies, Inc.'s EIN is 87-3916612.

EIN 87-3916612

Plan number 002

Plan year 2024

ACK ID 20250731093724NAL0002958531001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Donley Companies, Inc.'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 DONLEY COMPANIES, INC..

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How this plan invests

This plan

54 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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 (7th percentile).

Plan sponsor

Name

DONLEY COMPANIES, INC.

EIN

all filings

Address

5430 WARNER ROAD · CLEVELAND, OH · 441251140

Phone

(216) 524-6800

Industry

Construction

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

2025-07-31

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

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$62K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA INVESTMENT SERVICES, LLC	—	AUSTIN, TX	BROKER/ADVISOR	$0	—

Investments

54 direct securities· $22.3M(100% of reported assets)

Mutual Funds

$9.4M

25 holdings

Other securities

$9.2M

25 holdings

Common Collective Trusts

$1.9M

2 holdings

Stable Value

$1.3M

1 holding

Participant loans

$347K

1 holding

					% of plan
EMPOWER MOD PROFILE FUND INST Mutual Fund	Other securities	—	—	$1.9M	8.7%
VANGUARD 500 INDEX ADMIRAL Mutual Fund	Common Collective Trusts	—	—	$1.8M	8.3%
EMPOWER MOD AGG PROFILE FUND INST Mutual Fund	Other securities	—	—	$1.7M	7.8%
AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 Mutual Fund	Mutual Funds	—	—	$1.6M	7.1%
EMPOWER AGG PROFILE FUND INST Mutual Fund	Other securities	—	—	$1.4M	6.5%
KEY GUARANTEED PORTFOLIO FUND Guaranteed Investment Contract	Stable Value	—	—	$1.3M	5.9%
AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 Mutual Fund	Mutual Funds	—	—	$1.2M	5.2%
AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 Mutual Fund	Mutual Funds	—	—	$990K	4.4%
AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 Mutual Fund	Mutual Funds	—	—	$892K	4.0%
EMPOWER T. ROWE PRICE MID CAP GR INST Mutual Fund	Other securities	—	—	$838K	3.8%
AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 Mutual Fund	Mutual Funds	—	—	$817K	3.7%
AMERICAN FUNDS EUROPACIFIC GR R6 Mutual Fund	Mutual Funds	—	—	$711K	3.2%
AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 Mutual Fund	Mutual Funds	—	—	$525K	2.4%
VANGUARD SMALL CAP INDEX ADM Mutual Fund	Mutual Funds	—	—	$502K	2.3%
AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual Fund	Mutual Funds	—	—	$455K	2.0%
T. ROWE PRICE BLUE CHIP GROWTH I Mutual Fund	Other securities	—	—	$414K	1.9%
ALGER CAPITAL APPRECIATION Z Mutual Fund	Other securities	—	—	$411K	1.8%
PARTICIPANT LOANS Maturing through November 2034	Participant loans	—	—	$347K	1.6%
VANGUARD TOTAL INTL STOCK INDEX ADMIRAL Mutual Fund	Mutual Funds	—	—	$282K	1.3%
MFS VALUE R6 Mutual Fund	Mutual Funds	—	—	$258K	1.2%
BLACKROCK HEALTH SCIENCES OPPS INSTL Mutual Fund	Other securities	—	—	$245K	1.1%
EMPOWER CON PROFILE FUND INST Mutual Fund	Other securities	—	—	$233K	1.0%
COLUMBIA SELIGMAN TECH & INFORMATION I2 Mutual Fund	Other securities	—	—	$231K	1.0%
VIRTUS CEREDEX MID-CAP VALUE EQUITY R6 Mutual Fund	Other securities	—	—	$219K	1.0%
AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 Mutual Fund	Mutual Funds	—	—	$205K	0.9%
AB LARGE CAP GROWTH I Mutual Fund	Other securities	—	—	$205K	0.9%
DWS REEF REAL ESTATE SECURITIES R6 Mutual Fund	Other securities	—	—	$196K	0.9%
MACQUARIE SMALL CAP CORE R6 Mutual Fund	Other securities	—	—	$188K	0.8%
VANGUARD ENERGY INDEX ADM Mutual Fund	Mutual Funds	—	—	$163K	0.7%
AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 Mutual Fund	Mutual Funds	—	—	$159K	0.7%
ALLSPRING SPECIAL MID CAP VALUE R6 Mutual Fund	Other securities	—	—	$149K	0.7%
VANGUARD DIVIDEND GROWTH INV Mutual Fund	Mutual Funds	—	—	$147K	0.7%
EMPOWER MULTI-SECTOR BOND INST Mutual Fund	Other securities	—	—	$140K	0.6%
MFS GROWTH R6 Mutual Fund	Mutual Funds	—	—	$135K	0.6%
COLUMBIA DIVIDEND OPPORTUNITY INSTL 3 Mutual Fund	Other securities	—	—	$132K	0.6%
VANGUARD TAX-MANAGED SMALL CAP ADM Mutual Fund	Mutual Funds	—	—	$125K	0.6%
TCW METWEST TOTAL RETURN BOND PLAN Mutual Fund	Other securities	—	—	$108K	0.5%
VANGUARD EQUITY-INCOME ADM Mutual Fund	Mutual Funds	—	—	$108K	0.5%
EMPOWER MOD CON PROFILE FUND INST Mutual Fund	Other securities	—	—	$104K	0.5%
VANGUARD INTERM-TERM BOND INDEX ADM Mutual Fund	Mutual Funds	—	—	$86K	0.4%
T. ROWE PRICE DIVIDEND GROWTH I Mutual Fund	Other securities	—	—	$76K	0.3%
AMERICAN FUNDS AMERICAN MUTUAL R6 Mutual Fund	Mutual Funds	—	—	$76K	0.3%
LOOMIS SAYLES CORE PLUS BOND N Mutual Fund	Other securities	—	—	$74K	0.3%
FIDELITY MULTI-ASSET INDEX FUND Mutual Fund	Common Collective Trusts	—	—	$71K	0.3%
T. ROWE PRICE INFLATION PROTECTED BOND I Mutual Fund	Other securities	—	—	$64K	0.3%
MFS INTERNATIONAL GROWTH R6 Mutual Fund	Mutual Funds	—	—	$53K	0.2%
TOUCHSTONE LARGE CAP FOCUSED I Mutual Fund	Other securities	—	—	$45K	0.2%
AMERICAN CENTURY MID CAP VALUE I Mutual Fund	Other securities	—	—	$27K	0.1%
MACQUARIE MID CAP GROWTH INSTITUTIONAL Mutual Fund	Other securities	—	—	$22K	0.1%
AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 Mutual Fund	Mutual Funds	—	—	$12K	<0.1%