Original filing (PDF)20251003164109NAL0000974643001

DANCO ANODIZING, INC.

Name: DANCO ANODIZING, INC. — DANCO ANODIZING, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DANCO ANODIZING, INC.

Form 5500

FILING_RECEIVED

DANCO ANODIZING, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

115

Accounts w/ balance

152

Plan assets (EOY)

$13.1M

Net assets (EOY)

$13.1M

How this plan invests

This plan

58 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

100

Knocking points off

60 bps in Schedule C fees — 106% above peer band of 29 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

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

Plan sponsor

Name

DANCO ANODIZING, INC.

EIN

95-2792597

Address

44 LA PORTE STREET · ARCADIA, CA · 910062827

Phone

(636) 445-3303

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2E · Profit-sharing

2O · ESOP (non-leveraged)

2Q · S-corporation ESOP

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RBC	41-1416330	—	INVESTMENT MANAGEMENT	$64K	—
MORGAN STANLEY	11-3658445	—	INVESTMENT MANAGEMENT	$14K	—

Investments

58 direct securities· $12.7M(97% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
PIMCO Income FD INSTL CL	—	—	$1.5M	$1.5M	11.4%
Capital Group Europacific Growth FD SHS CL F2	—	—	$801K	$800K	6.1%
Invesco S&P 500 Equal Weight ETF	—	—	$593K	$651K	5.0%
BlackRock iShares S&P 500 Value ETF	—	—	$308K	$634K	4.8%
U.S. Dept. of the Treasury United States Treasury Note - 91282CGA3	—	—	$551K	$561K	4.3%
BlackRock iShares S&P 500 Growth ETF	—	—	$262K	$517K	3.9%
DoubleLine Capital LP Doubleline Total Return BD FD CL I	—	—	$493K	$489K	3.7%
SPDR Gold Trust SPDR Gold TR Gold SHS	—	—	$410K	$457K	3.5%
Neuberger Berman Neuberger & Berman Equity FD Emerging Mkts Equity FD Inst	—	—	$424K	$456K	3.5%
SPDR Dow Jones SPDR Dow Jones INDL Average ETF	—	—	$335K	$428K	3.3%
Private Infrastructure Fund iCapital Advisors iCapital Infrastructure Investments Access Fund LTD Offshore Advisory	—	—	$400K	$410K	3.1%
Federated Hermes Federated Hermes Treasury OBL CL AS - 2	—	—	$377K	$377K	2.9%
Vanguard Small CAP ETF	—	—	$225K	$365K	2.8%
Vanguard MID CAP ETF	—	—	$167K	$318K	2.4%
BlackRock iShares MSCI Japan ETF	—	—	$256K	$245K	1.9%
Janus Henderson Investors Janus Henderson Developed World BD FD CL I	—	—	$234K	$237K	1.8%
Vanguard Short Term Inflation Protected Securities Index Fund	—	—	$235K	$237K	1.8%
Dimensional Fund Advisors LP DFA Five Year Global Fixed Income Portfolio	—	—	$239K	$236K	1.8%
Invesco Bulletshares 2030 Corporate Bond ETF	—	—	$225K	$223K	1.7%
Invesco Bulletshares 2031 Corporate Bond ETF	—	—	$225K	$222K	1.7%
Invesco Bulletshares 2032 Corporate Bond ETF	—	—	$225K	$222K	1.7%
Monarch Capital Partners Monarch Capital Partners Offshore VI LP Advisory	—	—	$183K	$208K	1.6%
JPMorgan Equity Income FD CL I	—	—	$135K	$188K	1.4%
Vanguard FTSE Emerging Markets ETF FTSE Emerging Index	—	—	$181K	$169K	1.3%
Private Credit Fund Blackstone Private CR FD SHS CL I Common Stock	—	—	$159K	$159K	1.2%
Federated Hermes Federated Hermes Treasury OBL CL AS - 1	—	—	$158K	$158K	1.2%
Blue Owl Blue Owl Real Estate Net Lease TR COM CL I ACCD INV	—	—	$156K	$157K	1.2%
Advisory	—	—	—	$150K	1.1%
U.S. Dept. of the Treasury United States Treasury Note - 91282CGE5	—	—	$148K	$149K	1.1%
Invesco Bulletshares 2029 Corporate Bond ETF	—	—	$150K	$149K	1.1%
Victory Capital Management Pioneer Fundamental Growth FD CL Y	—	—	$112K	$149K	1.1%
Balbec Capital LP BALBEC IGCF VI Offshore LP	—	—	$130K	$136K	1.0%
Freddie Mac Freddie Mac	—	—	$100K	$100K	0.8%
Agency Bonds FHLB Federal Home Loan Bank	—	—	$100K	$100K	0.8%
U.S. Dept. of the Treasury United States Treasury Bill - 912799KS5	—	—	$95K	$99K	0.8%
Limited Partnerships WP COREalpha VII LP WP Corealpha VII Advisory	—	—	$80K	$80K	0.6%
TCI Communications Inc TCI Communications Inc	—	—	$51K	$52K	0.4%
John Deere Capital Corp John Deere Capital Corporation	—	—	$50K	$50K	0.4%
American Express Co American Express Co	—	—	$50K	$50K	0.4%
Bank America Corp Bank America Corp	—	—	$49K	$50K	0.4%
Lockheed Martin Lockheed Martin Corp	—	—	$49K	$50K	0.4%
Simon Property Group LP Simon Property Group LP	—	—	$48K	$49K	0.4%
Entergy Arkansas Inc Entergy Arkansas Inc	—	—	$48K	$49K	0.4%
Union Pacific Corp Union Pacific Corp	—	—	$48K	$49K	0.4%
Duke Energy Florida LLC Duke Energy Florida LLC	—	—	$47K	$49K	0.4%
Walt Disney Walt Disney Co	—	—	$47K	$49K	0.4%
Intel Corp Intel Corp	—	—	$47K	$48K	0.4%
Midamerican Energy Co Midamerican Energy Co	—	—	$47K	$48K	0.4%
Home Depot Inc Home Depot Inc	—	—	$47K	$48K	0.4%
Public Storage Public Storage	—	—	$46K	$48K	0.4%
United Health Group Inc United Health Group Inc	—	—	$46K	$48K	0.4%
Morgan Stanley Morgan Stanley FIN LLC GLBL	—	—	$46K	$46K	0.4%
MFS Investment Management MFS MID CAP Value FD CL I	—	—	$29K	$38K	0.3%
Macquarie Asset Management Macquarie Small CAP Growth FD INST	—	—	$38K	$36K	0.3%
Artisan Partners Artisan MID CAP FD ADV SH	—	—	$40K	$36K	0.3%
Neuberger Berman Neuberger Berman Intrinsic Value CL Institutional	—	—	$21K	$34K	0.3%
Halliburton Co Halliburton Co	—	—	$26K	$26K	0.2%
Banc of California Banc of California Los Angeles CD 5.1	—	—	$20K	$20K	0.2%