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Original filing (PDF)20251015223050NAL0002926243001
DUCOMMUN INCORPORATED RETIREMENT SAVINGS PLAN
Form 5500
FILING_RECEIVED
DUCOMMUN INCORPORATED RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,104
Accounts w/ balance
2,555
Plan assets (EOY)
$186.3M
Net assets (EOY)
$186.3M
How this plan invests
This plan
3 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — 91% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DUCOMMUN INCORPORATED RETIREMENT SAVINGS PLAN.
Plan sponsor
Name
DUCOMMUN INCORPORATED RETIREMENT SAVINGS PLAN
EIN
95-0693330
Address
600 ANTON BLVD · SUITE 1100 · COSTA MESA, CA · 926267100
Phone
(626) 932-3390
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 38-3145972 | — | INVESTMENT ADVISORY | $72K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $258K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN T | 95-4345526 | — | ACCOUNTANT | $26K | — |
Investments
33 direct securities · 3 pooled funds· $253.0M(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
$143.1M
33 holdings
Common Collective Trust
$109.9M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN TIAA LC IDX RET INC J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $70.4M | 37.8% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $21.7M | 11.6% | |
| GOLDMAN SACHS STBL VAL COL TR THE GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $21.6M | 11.6% | |
| COLUMBIA TRUST DIV INC FUND MS AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 219 | Common Collective Trust | — | — | $17.9M | 9.6% | |
| Franklin DynaTech Fund Mutual Fund | — | — | — | $16.8M | 9.0% | |
| Nuveen Lifecycle Index 2035 Fund Collective Trust | — | — | — | $12.4M | 6.6% | |
| Nuveen Lifecycle Index 2030 Fund Collective Trust | — | — | — | $12.2M | 6.6% | |
| BlackRock Mid Cap Growth Equity Fund Mutual Fund | — | — | — | $9.5M | 5.1% | |
| Nuveen Lifecycle Index 2040 Fund Collective Trust | — | — | — | $9.2M | 4.9% | |
| Nuveen Lifecycle Index 2025 Fund Collective Trust | — | — | — | $8.4M | 4.5% | |
| Nuveen Lifecycle Index 2045 Fund Collective Trust | — | — | — | $6.8M | 3.7% | |
| Nuveen Lifecycle Index 2050 Fund Collective Trust | — | — | — | $6.1M | 3.2% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $5.8M | 3.1% | |
| Nuveen Lifecycle Index 2055 Fund Collective Trust | — | — | — | $5.7M | 3.0% | |
| Nuveen Lifecycle Index 2020 Fund Collective Trust | — | — | — | $4.0M | 2.1% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $3.7M | 2.0% | |
| Nuveen Lifecycle Index 2060 Fund Collective Trust | — | — | — | $3.5M | 1.9% | |
| PIMCO Total Return Fund Mutual Fund | — | — | — | $2.7M | 1.4% | |
| Goldman Sachs International Equity Insights Fund Mutual Fund | — | — | — | $2.3M | 1.3% | |
| PIMCO Real Return Fund Mutual Fund | — | — | — | $1.9M | 1.0% | |
| First Eagle Overseas Fund Mutual Fund | — | — | — | $1.4M | 0.8% | |
| Emerald Growth Fund Mutual Fund | — | — | — | $1.4M | 0.7% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $1.1M | 0.6% | |
| Nuveen Lifecycle Index 2065 Fund Collective Trust | — | — | — | $1.0M | 0.6% | |
| Vanguard Emerging Markets Stock Index Fund Mutual Fund | — | — | — | $1.0M | 0.5% | |
| Vanguard Developed Markets Index Fund Mutual Fund | — | — | — | $808K | 0.4% | |
| Vanguard Small Cap Value Index Fund Mutual Fund | — | — | — | $791K | 0.4% | |
| Allspring Special Mid Cap Value Fund Mutual Fund | — | — | — | $758K | 0.4% | |
| Principal Real Estate Securities Fund Mutual Fund | — | — | — | $694K | 0.4% | |
| Nuveen Lifecycle Index 2015 Fund Collective Trust | — | — | — | $632K | 0.3% | |
| Nuveen Lifecycle Index 2010 Fund Collective Trust | — | — | — | $376K | 0.2% | |
| AB Sustainable Global Thematic Fund Mutual Fund | — | — | — | $127K | <0.1% | |
| Columbia Acorn Fund Mutual Fund | — | — | — | $74K | <0.1% | |
| Nuveen Lifecycle Index Retirement Income Fund Collective Trust | — | — | — | $58K | <0.1% | |
| (E) | — | — | — | $58K | <0.1% | |
| Harbor International Institutional Fund Mutual Fund | — | — | — | $43K | <0.1% |