Original filing (PDF)20251014105430NAL0005512562001

DONLEY COMPANIES, INC.

Name: DONLEY COMPANIES, INC. — DONLEY COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: DONLEY COMPANIES, INC.

Form 5500

FILING_RECEIVED

DONLEY COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 4

Possibly inadequate fidelity bond100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

466

Accounts w/ balance

479

Plan assets (EOY)

$23.0M

Net assets (EOY)

-$22.2M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

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

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DONLEY COMPANIES, INC..

Plan sponsor

Name

DONLEY COMPANIES, INC.

EIN

87-3916612

Address

5430 WARNER ROAD · CLEVELAND, OH · 44125

Phone

(216) 524-6800

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

COHEN & COMPANY, LTD.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $22.9M(100% of reported assets)

PI						% of plan
	Donley Companies, Inc. Common Stock	Common Stock	—	$58.4M	$22.9M	99.8%

1–1 of 1

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