How big is Deatley Company, Inc.'s plan?

Deatley Company, Inc.'s plan reported $51.0M in assets and 379 participants for 2022.

Original filing (PDF)20231013121217NAL0033192097001

Deatley Company, Inc.

Name: Deatley Company, Inc. — Eucon Corporation Retirement, Form 5500 (2022)
Creator: Deatley Company, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Eucon Corporation Retirement Benefit Program

401(k) retirement plan · Deatley Company, Inc.'s Eucon Corporation Retirement Benefit Program held $51.0M in plan assets for 379 participants in 2022.

Signals · 1

No recordkeeper disclosed

Active participants

379

Accounts w/ balance

849

Plan assets (EOY)

$51.0M

Net assets (EOY)

$50.6M

Plan identifiers

Deatley Company, Inc.'s EIN is 91-0995820.

EIN 91-0995820

Plan number 001

Plan year 2022

ACK ID 20231013121217NAL0033192097001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Deatley Company, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Deatley Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

22 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Total administrative cost in the bottom quartile of peers (13th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

DEATLEY COMPANY, INC.

EIN

all filings

Address

4201 SNAKE RIVER AVE. · LEWISTON, ID · 83801

Phone

(208) 790-2814

Industry

Mining, Quarrying, Oil & Gas

Plan administrator

Name

DEATLEY COMPANY, INC.

EIN

91-0995820

City

LEWISTON, ID

Phone

(208) 790-2814

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-13

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
PETERSEN HASTINGS INVESTMENT MGMT	91-1216229	KENNEWICK, WA	NONE	$180K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
RANDALL & HURLEY, INC.	91-1661080	SPOKANE, WA	NONE	$84K	—
MOSS ADAMS, LLP

Investments

22 direct securities· $50.0M(98% of reported assets)

Mutual Funds

$34.4M

17 holdings

Common Collective Trusts

$14.2M

3 holdings

Participant loans

$997K

1 holding

Cash / Money Market

$428K

1 holding

					% of plan
DFA US Large Cap Value III Registered investment company	Mutual Funds	—	—	$7.0M	13.8%
Vanguard Short-Term Corp Bd Idx Admiral Registered investment company	Common Collective Trusts	—	—	$5.8M	11.4%
Vanguard 500 Index Admiral Registered investment company	Common Collective Trusts	—	—	$5.6M	10.9%
Vanguard Small Cap Value Index Admiral Registered investment company	Mutual Funds	—	—	$4.0M	7.8%
DFA US Micro Cap I Registered investment company	Mutual Funds	—	—	$3.0M	5.9%
DFA International Value III Registered investment company	Mutual Funds	—	—	$3.0M	5.8%
DFA Short-Duration Real Return Instl Registered investment company	Mutual Funds	—	—	$2.9M	5.7%
Vanguard Mortgage-Backed Secs Idx Adm Registered investment company	Common Collective Trusts	—	—	$2.8M	5.6%
DFA Emerging Markets Core Equity Registered investment company	Mutual Funds	—	—	$2.8M	5.6%
DFA Five-Year Global Fixed-Income Registered investment company	Mutual Funds	—	—	$2.8M	5.5%
DFA Large Cap International Registered investment company	Mutual Funds	—	—	$2.0M	3.9%
DFA International Small Cap Value Registered investment company	Mutual Funds	—	—	$1.9M	3.8%
DFA Global Real Estate Securities Port Registered investment company	Mutual Funds	—	—	$1.6M	3.1%
DFA International Small Company Registered investment company	Mutual Funds	—	—	$1.3M	2.5%
Participant loans maturing through June 2044	Participant loans	—	—	$997K	2.0%
Vanguard Extended Market Index Admiral Registered investment company	Mutual Funds	—	—	$914K	1.8%
Vanguard Total Bond Market Index Adm Registered investment company	Mutual Funds	—	—	$453K	0.9%
Money market funds * JPMorgan Chase Retirement cash account Money market funds	Cash / Money Market	—	—	$428K	0.8%
s - nonparticipant directed Vanguard Ultra Short Term Bond Index Registered investment company	Mutual Funds	—	$373K	$373K	0.7%
Vanguard Short Term Corp Bond Index Registered investment company	Mutual Funds	—	$188K	$187K	0.4%
Vanguard Mid Cap Index Admiral Registered investment company	Mutual Funds	—	—	$72K	0.1%
Vanguard Growth Index Admiral Registered investment company	Mutual Funds	—	—	$42K	<0.1%