Original filing (PDF)20251003132900NAL0001435265001

DUNLOP MANUFACTURING INC

Name: DUNLOP MANUFACTURING INC — DUNLOP MANUFACTURING INC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DUNLOP MANUFACTURING INC

Form 5500

FILING_RECEIVED

DUNLOP MANUFACTURING INC 401K PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

No recordkeeper disclosed6 service providers

Active participants

234

Accounts w/ balance

240

Plan assets (EOY)

$25.6M

Net assets (EOY)

$25.6M

How this plan invests

This plan

1 pooled trust

Schedule D

201 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DUNLOP MANUFACTURING INC.

Plan sponsor

Name

DUNLOP MANUFACTURING INC

EIN

94-2440675

Address

170 INDUSTRIAL WAY · BENICIA, CA · 945100000

Phone

(707) 745-2722

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

6 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERCER GLOBAL ADVISORS INC	—	DENVER, CO	NONE	$35K	—
ASSOCIATED PENSION CONSULTANTS	94-2456320	CHICO, CA	NONE	$27K	—
EMPOWER	—	GREENWOOD VILLAGE, CO	NONE	$26K	—
FIRST REPUBLIC INVESTMENT	—	SAN FRANCISCO, CA	NONE	$16K	—
MANN URRUTIA NELSON CPAS & ASSOC	—	—	NONE	$14K	—
CREATIVE PLANNING LLC

Investments

161 direct securities · 1 pooled fund· $32.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Uncategorized

$27.6M

156 holdings

Pooled Separate Account

$3.6M

1 holding

Participant loans

$1.2M

1 holding

Mutual Funds

$39K

1 holding

Guaranteed Income / GIC

$19K

1 holding

Pooled Separate Accounts

$19K

1 holding

Corporate Bonds

$5K

1 holding

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Vanguard Balanced Index	—	—	—	$6.2M	24.2%
SEPERATE ACCOUNT SCI MASSMUTUAL · EIN 04-1590850 / PN 000	Pooled Separate Account	—	—	$3.6M	14.2%
Vanguard Short Term Investment	—	—	—	$1.2M	4.7%
Notes Receivable From Participants Notes Receivable from * Participants Interest rates range 5.25% - 10.50%	—	—	—	$1.2M	4.6%
PARTICIPANT LOANS	Participant loans	—	—	$1.2M	4.6%
WEST AMERICA BANK WEST AMERICA BANK 6	—	—	—	$1.0M	4.0%
American Funds American Funds Target Date 2030 R6	—	—	—	$967K	3.8%
IShares Trust Core US	—	—	—	$856K	3.3%
American Funds American Funds Target Date 2035 R6	—	—	—	$771K	3.0%
Dimensional Trust US Core EQUI	—	—	—	$728K	2.8%
Osterweis Strategic Income	—	—	—	$673K	2.6%
Virtus FD Seix Floating Rate H	—	—	—	$658K	2.6%
Pimco Income	—	—	—	$632K	2.5%
TD AMERITRADE VANGUARD TOTAL WORLD BOND	—	—	—	$586K	2.3%
TD Ameritrade Money market funds	—	—	—	$443K	1.7%
TD AMERITRADE MONEY MARKET FUND	—	—	—	$434K	1.7%
Vanguard Short Term Bond	—	—	—	$386K	1.5%
Vanguard 500 Index Fund Admiral Shares	—	—	—	$357K	1.4%
IShares Trust MSCI USA MOMENTU	—	—	—	$356K	1.4%
Interest-bearing cash West America West America 6	—	—	—	$299K	1.2%
SPDR Series Trust Port S&P 150	—	—	—	$293K	1.1%
Lord Abbett Lord Abbett FDS Short Duration	—	—	—	$282K	1.1%
American Funds American Funds Target Date 2025 R6	—	—	—	$282K	1.1%
Vanguard Total Bond Market	—	—	—	$271K	1.1%
IShares Trust S&P 500	—	—	—	$266K	1.0%
SPDR Index Shares FDS Port DEV	—	—	—	$242K	0.9%
American Funds American Funds Target Date 2045 R6	—	—	—	$240K	0.9%
Dimensional Trust INTL Core EQ	—	—	—	$222K	0.9%
TD AMERITRADE DIMENSIONAL TRUST INTERNATIONA	—	—	—	$222K	0.9%
TD AMERITRADE DIMENSIONAL FUND ADVISORS US L	—	—	—	$215K	0.8%
Dimensional FD ADV US LG CAP V	—	—	—	$215K	0.8%
Vanguard S&P 500	—	—	—	$214K	0.8%
Dimensional Trust US Core EQUI	—	—	—	$211K	0.8%
Dimensional FD ADV US HI RELAT	—	—	—	$200K	0.8%
TD AMERITRADE DIMENSIONAL FUND ADVISORS US H	—	—	—	$200K	0.8%
Cion Ares Cion Ares Diversified Credit F	—	—	—	$198K	0.8%
TD AMERITRADE APPLE INC	—	—	—	$188K	0.7%
American Funds American Funds Target Date 2020 R6	—	—	—	$181K	0.7%
American Funds American Funds Target Date 2040 R6	—	—	—	$173K	0.7%
Empower Trust Company, LLC Empower S&P Mid Cap 400 Index	—	—	—	$172K	0.7%
TD Ameritrade Digital Reality Trust	—	—	—	$151K	0.6%
Vanguard Total Int Bond	—	—	—	$136K	0.5%
TD AMERITRADE DIMENSIONAL FUND ADVISORS SMAL	—	—	—	$133K	0.5%
Dimensional FD ADV Small Cap	—	—	—	$133K	0.5%
TD AMERITRADE PROLOGIS INC COM	—	—	—	$132K	0.5%
Dimensional Trust US HI PROF	—	—	—	$127K	0.5%
TD AMERITRADE DIMENSIONAL TRUST US MARKETWID	—	—	—	$120K	0.5%
American Funds American Funds EuroPacific Growth Fund Class R6	—	—	—	$119K	0.5%
Sprott Physical Sprott Physical Gold and Silver	—	—	—	$119K	0.5%
TD Ameritrade American Century Investments A	—	—	—	$116K	0.5%
TD AMERITRADE DIMENSIONAL FUND ADVISORS INTL	—	—	—	$114K	0.4%
TD AMERITRADE PEMBINA PIPELINE CORPORATION	—	—	—	$111K	0.4%
Iron Mountain Inc Iron Mountain Inc	—	—	—	$105K	0.4%
Fidelity Advisor Total Bond Fund Class Z	—	—	—	$102K	0.4%
AQR Funds AQR Funds Large Cap Defensive	—	—	—	$101K	0.4%
TD AMERITRADE DIMENSIONAL FUND ADVISORS INTL	—	—	—	$101K	0.4%
IShares Trust MSCI INTL MOMENT	—	—	—	$96K	0.4%
Costco Wholesale Corp Costco Wholesale Corp	—	—	—	$92K	0.4%
AT&T Inc. AT&T Inc.	—	—	—	$91K	0.4%
TD AMERITRADE AT&T INC	—	—	—	$91K	0.4%
Nextera Energy Inc. Nextera Energy Inc.	—	—	—	$79K	0.3%
Vanguard Real Estate	—	—	—	$75K	0.3%
Dimensional Trust INTL	—	—	—	$74K	0.3%
Vanguard Developed Markets	—	—	—	$73K	0.3%
Dimensional FD ADV EMRG MKTS C	—	—	—	$72K	0.3%
Carrier Global Corp. Carrier Global Corp.	—	—	—	$68K	0.3%
American Funds American Funds Target Date 2050 R6	—	—	—	$66K	0.3%
TD AMERITRADE PEPSICO INC	—	—	—	$61K	0.2%
Verizon Communication Verizon Communication	—	—	—	$60K	0.2%
AQR Funds AQR Funds INTL Momentum Style	—	—	—	$58K	0.2%
Chubb LTD Chubb LTD	—	—	—	$55K	0.2%
Vanguard Total Bond Market Index Fund Adm Vanguard Shares	—	—	—	$53K	0.2%
Vanguard Small Cap	—	—	—	$53K	0.2%
Dimensional Trust EMERG Core E	—	—	—	$52K	0.2%
TD AMERITRADE DIMENSIONAL TRUST EMERGING COR	—	—	—	$52K	0.2%
Waste Management Waste Management	—	—	—	$50K	0.2%
TD AMERITRADE RTX CORP 4.125%	—	—	—	$50K	0.2%
Dimensional Trust INTL	—	—	—	$49K	0.2%
Vanguard Total Stock Market	—	—	—	$48K	0.2%
Dimensional Trust INTL	—	—	—	$48K	0.2%
SPDR Index Shares FDS Port EMG	—	—	—	$41K	0.2%
Vanguard Inter TEMR Corporate	—	—	—	$40K	0.2%
Bank of Montreal Bank of Montreal 5.3%	—	—	—	$40K	0.2%
Royal Bank of Canada Royal Bank of Canada 4.65%	—	—	—	$40K	0.2%
Wells Fargo & Company Wells Fargo & Company 4.3%	—	—	—	$39K	0.2%
JP Morgan Chase & Co JP Morgan Chase & Co 3.625%	—	—	—	$39K	0.2%
AQR Funds AQR Funds INTL Defensive Style	Mutual Funds	—	—	$39K	0.2%
TD AMERITRADE AQR FUNDS INTERNATIONAL DEFENS	—	—	—	$39K	0.2%
Morgan Stanley Morgan Stanley 5.123%	—	—	—	$37K	0.1%
Vanguard Emerging Markets	—	—	—	$37K	0.1%
CVS Health Corporation CVS Health Corporation 3.25%	—	—	—	$36K	0.1%
TD AMERITRADE SPDR SERIES TRUST PORTFOLIO SH	—	—	—	$36K	0.1%
Verizon Communications Verizon Communications 5.70614%	—	—	—	$35K	0.1%
TD AMERITRADE VODAPHONE GROUP 4.125%	—	—	—	$35K	0.1%
Bank of America Corporation Bank of America Corporation 4%	—	—	—	$35K	0.1%
United Health Group UnitedHealth Group 4.2%	—	—	—	$35K	0.1%
Empower Trust Company, LLC MFS Value R6	—	—	—	$34K	0.1%
Pfizer Invt Ent 4.75%	—	—	—	$34K	0.1%
Marriott Intern Marriott Intern 4.625%	—	—	—	$33K	0.1%
Avantis Emerging Markets	—	—	—	$33K	0.1%
Northern Trust Northern Trust 6.125%	—	—	—	$32K	0.1%
Oracle Corp Oracle Corp 2.95%	—	—	—	$32K	0.1%
Wells Fargo & Company Wells Fargo & Company 2.879%	—	—	—	$31K	0.1%
Cigna Corporation Cigna Corporation Note 3.4%	—	—	—	$31K	0.1%
Bank of America Corporation Bank of America Corporation 3.974%	—	—	—	$31K	0.1%
Goldman Sachs Group Inc. Goldman Sachs Group Inc. 2.615%	—	—	—	$31K	0.1%
TD AMERITRADE HEALTHPEAK PPTYS INC	—	—	—	$30K	0.1%
Health Peak Properties Inc. Health Peak Properties Inc.	—	—	—	$30K	0.1%
The Williams Comp The Williams Comp 2.6%	—	—	—	$30K	0.1%
TD AMERITRADE INTEL CORPORATION 5.2%	—	—	—	$29K	0.1%
Franklin Templeton Franklin Small Cap Value R6	—	—	—	$29K	0.1%
Boeing Co Boeing Co 2.196%	—	—	—	$23K	<0.1%
Enterprise Product Enterprise Product 3.125%	—	—	—	$23K	<0.1%
TD AMERITRADE THE J M SMUCKER 5.9%	—	—	—	$23K	<0.1%
T Mobile USA Inc. T Mobile USA Inc. 3.5%	—	—	—	$23K	<0.1%
Invesco PNC Final SVXS Gro Var	—	—	—	$22K	<0.1%
Lowe's Companies Inc. Lowe's Companies Inc. 3.1%	—	—	—	$22K	<0.1%
National Rural Utilities Coope National Rural Utilities Coope 2.4%	—	—	—	$22K	<0.1%
American Express American Express 2.55%	—	—	—	$22K	<0.1%
Bank of America Corporation Bank of America Corporation 3.3%	—	—	—	$22K	<0.1%
Royal Bank of Canada Royal Bank of Canada 6%	—	—	—	$22K	<0.1%
BP Capital Mark BP Capital Mark 3.119%	—	—	—	$22K	<0.1%
Empower Trust Company, LLC Mass Mutual Mid Cap Growth I ** 1 Invesco International Diversified Fund Class R6	—	—	—	$22K	<0.1%
Kraft Heinz Foods Company Kraft Heinz Foods Company 3.87%	—	—	—	$22K	<0.1%
Verizon Communications Verizon Communications 2.55%	—	—	—	$22K	<0.1%
Trust Final Corporation Trust Final Corporation	—	—	—	$21K	<0.1%
TD AMERITRADE VMWARE INC 2.2%	—	—	—	$21K	<0.1%
BHP Billiton BHP Billiton 1%	—	—	—	$20K	<0.1%
TD AMERITRADE AMGEN INC 5.25%	—	—	—	$20K	<0.1%
Marathon Petroleum Corp Marathon Petroleum Corp 4.7%	—	—	—	$20K	<0.1%
BAT Capital Corp BAT Capital Corp 6.343%	—	—	—	$20K	<0.1%
RTX Corp RTX Corp 6%	—	—	—	$20K	<0.1%
Realty Income Corp Realty Income Corp 4.125%	—	—	—	$20K	<0.1%
Amer Honda Finance Corp Amer Honda Finance Corp 5.85%	—	—	—	$20K	<0.1%
TD AMERITRADE BLACKROCK INC 5.0%	—	—	—	$20K	<0.1%
Micron Technology Micron Technology 4.185%	—	—	—	$20K	<0.1%
Oracle Corp Oracle Corp 4.9%	—	—	—	$19K	<0.1%
Ingersoll Rand Ingersoll Rand 5.7%	—	—	—	$19K	<0.1%
Toyota Motor Credit Corp Toyota Motor Credit Corp 3.05%	—	—	—	$19K	<0.1%
Elevance Health Inc. Elevance Health Inc. 3.65%	—	—	—	$19K	<0.1%
EMPOWER GENERAL ACCOUNT FIXED ANNUITIE	Guaranteed Income / GIC	—	—	$19K	<0.1%
TD AMERITRADE AES CORP	—	—	—	$19K	<0.1%
Citigroup Inc. Citigroup Inc. 4.412%	—	—	—	$19K	<0.1%
American Funds American Funds AMCAP Fund Class R6	Pooled Separate Accounts	—	—	$19K	<0.1%
TD AMERITRADE COMCAST CORP 4.55%	—	—	—	$19K	<0.1%
MPLX LP MPLX LP 4.125%	—	—	—	$19K	<0.1%
US Bancorp US Bancorp Var	—	—	—	$18K	<0.1%
Progressive Corp Progressive Corp (Ohio) 3%	—	—	—	$18K	<0.1%
American Funds American Funds Target Date 2060 R6	—	—	—	$17K	<0.1%
Amer Honda Finance Corp Amer Honda Finance Corp 1.3%	—	—	—	$17K	<0.1%
Crown Castle Inc Crown Castle Inc 2.5%	—	—	—	$17K	<0.1%
TD AMERITRADE INTUIT INC. 5.2%	—	—	—	$16K	<0.1%
CVS Health Corporation CVS Health Corporation 5.3%	—	—	—	$15K	<0.1%
Energy Transfer Operating Energy Transfer Operating LP 6.55%	—	—	—	$15K	<0.1%
TD AMERITRADE CITIGROUP INC 5.61%	—	—	—	$12K	<0.1%
TD Ameritrade Real Estate Select SCTR	—	—	—	$11K	<0.1%
Empower Trust Company, LLC MFS Mid Cap Value R6	—	—	—	$10K	<0.1%
Goldman Sachs Group Inc. Goldman Sachs Group Inc. 3.8%	—	—	—	$9K	<0.1%
Vanguard Intermediate TERM TRE	—	—	—	$7K	<0.1%
American Funds American Funds Target Date 2055 R6	—	—	—	$6K	<0.1%
TD AMERITRADE ABBVIE INC 3.2%	Corporate Bonds	—	—	$5K	<0.1%
Invesco Small Cap Growth R6	—	—	—	$4K	<0.1%