Sherri Scherer signed Danco Anodizing, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Danco Anodizing, Inc.'s EIN is 95-2792597.
Download the official 2024 Form 5500 (PDF) for Danco Anodizing, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Danco Anodizing, Inc.'s plan includes profit-sharing, an ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC | 41-1416330 | — | INVESTMENT MANAGEMENT | $64K | — |
| MORGAN STANLEY | 11-3658445 | — | INVESTMENT MANAGEMENT | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO Income FD INSTL CL | Mutual Funds | — | $1.5M | $1.5M | 11.4% | |
| Capital Group Europacific Growth FD SHS CL F2 | Common Stocks | — | $801K | $800K | 6.1% | |
| Invesco S&P 500 Equal Weight ETF | Common Collective Trusts | — | $593K | $651K | 5.0% | |
| BlackRock iShares S&P 500 Value ETF | Common Collective Trusts | — | $308K | $634K | 4.8% | |
| U.S. Dept. of the Treasury United States Treasury Note - 91282CGA3 | U.S. Treasuries | — | $551K | $561K | 4.3% | |
| BlackRock iShares S&P 500 Growth ETF | Common Collective Trusts | — | $262K | $517K | 3.9% | |
| DoubleLine Capital LP Doubleline Total Return BD FD CL I | Other securities | — | $493K | $489K | 3.7% | |
| SPDR Gold Trust SPDR Gold TR Gold SHS | Common Stocks | — | $410K | $457K | 3.5% | |
| Neuberger Berman Neuberger & Berman Equity FD Emerging Mkts Equity FD Inst | Other securities | — | $424K | $456K | 3.5% | |
| SPDR Dow Jones SPDR Dow Jones INDL Average ETF | Other securities | — | $335K | $428K | 3.3% | |
| Private Infrastructure Fund iCapital Advisors iCapital Infrastructure Investments Access Fund LTD Offshore Advisory | Common Stocks | — | $400K | $410K | 3.1% | |
| Federated Hermes Federated Hermes Treasury OBL CL AS - 2 | Other securities | — | $377K | $377K | 2.9% | |
| Vanguard Small CAP ETF | Mutual Funds | — | $225K | $365K | 2.8% | |
| Vanguard MID CAP ETF | Mutual Funds | — | $167K | $318K | 2.4% | |
| BlackRock iShares MSCI Japan ETF | Other securities | — | $256K | $245K | 1.9% | |
| Janus Henderson Investors Janus Henderson Developed World BD FD CL I | Mutual Funds | — | $234K | $237K | 1.8% | |
| Vanguard Short Term Inflation Protected Securities Index Fund | Common Collective Trusts | — | $235K | $237K | 1.8% | |
| Dimensional Fund Advisors LP DFA Five Year Global Fixed Income Portfolio | Mutual Funds | — | $239K | $236K | 1.8% | |
| Invesco Bulletshares 2030 Corporate Bond ETF | Mutual Funds | — | $225K | $223K | 1.7% | |
| Invesco Bulletshares 2031 Corporate Bond ETF | Mutual Funds | — | $225K | $222K | 1.7% | |
| Invesco Bulletshares 2032 Corporate Bond ETF | Mutual Funds | — | $225K | $222K | 1.7% | |
| Monarch Capital Partners Monarch Capital Partners Offshore VI LP Advisory | Other securities | — | $183K | $208K | 1.6% | |
| JPMorgan Equity Income FD CL I | Other securities | — | $135K | $188K | 1.4% | |
| Vanguard FTSE Emerging Markets ETF FTSE Emerging Index | Mutual Funds | — | $181K | $169K | 1.3% | |
| Private Credit Fund Blackstone Private CR FD SHS CL I Common Stock | Common Stocks | — | $159K | $159K | 1.2% | |
| Federated Hermes Federated Hermes Treasury OBL CL AS - 1 | Other securities | — | $158K | $158K | 1.2% | |
| Blue Owl Blue Owl Real Estate Net Lease TR COM CL I ACCD INV | Common Stocks | — | $156K | $157K | 1.2% | |
| Advisory | Other securities | — | — | $150K | 1.1% | |
| U.S. Dept. of the Treasury United States Treasury Note - 91282CGE5 | U.S. Treasuries | — | $148K | $149K | 1.1% | |
| Invesco Bulletshares 2029 Corporate Bond ETF | Mutual Funds | — | $150K | $149K | 1.1% | |
| Victory Capital Management Pioneer Fundamental Growth FD CL Y | Other securities | — | $112K | $149K | 1.1% | |
| Balbec Capital LP BALBEC IGCF VI Offshore LP | Other securities | — | $130K | $136K | 1.0% | |
| Freddie Mac Freddie Mac | Agency / Mortgage-Backed | — | $100K | $100K | 0.8% | |
| Agency Bonds FHLB Federal Home Loan Bank | Other securities | — | $100K | $100K | 0.8% | |
| U.S. Dept. of the Treasury United States Treasury Bill - 912799KS5 | U.S. Treasuries | — | $95K | $99K | 0.8% | |
| Limited Partnerships WP COREalpha VII LP WP Corealpha VII Advisory | Other securities | — | $80K | $80K | 0.6% | |
| TCI Communications Inc TCI Communications Inc | Common Stocks | — | $51K | $52K | 0.4% | |
| John Deere Capital Corp John Deere Capital Corporation | Common Stocks | — | $50K | $50K | 0.4% | |
| American Express Co American Express Co | Common Stocks | — | $50K | $50K | 0.4% | |
| Bank America Corp Bank America Corp | Common Stocks | — | $49K | $50K | 0.4% | |
| Lockheed Martin Lockheed Martin Corp | Common Stocks | — | $49K | $50K | 0.4% | |
| Simon Property Group LP Simon Property Group LP | Common Stocks | — | $48K | $49K | 0.4% | |
| Entergy Arkansas Inc Entergy Arkansas Inc | Common Stocks | — | $48K | $49K | 0.4% | |
| Union Pacific Corp Union Pacific Corp | Common Stocks | — | $48K | $49K | 0.4% | |
| Duke Energy Florida LLC Duke Energy Florida LLC | Other securities | — | $47K | $49K | 0.4% | |
| Walt Disney Walt Disney Co | Common Stocks | — | $47K | $49K | 0.4% | |
| Intel Corp Intel Corp | Common Stocks | — | $47K | $48K | 0.4% | |
| Midamerican Energy Co Midamerican Energy Co | Common Stocks | — | $47K | $48K | 0.4% | |
| Home Depot Inc Home Depot Inc | Common Stocks | — | $47K | $48K | 0.4% | |
| Public Storage Public Storage | Other securities | — | $46K | $48K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
