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Original filing (PDF)20251015221621NAL0002919731001
DUCOMMUN AEROSTRUCTURES
Form 5500
FILING_RECEIVED
DUCOMMUN AEROSTRUCTURES, INC. COLLECTIVE BARGAINING EE'S PENSION PLAN
Defined-benefit pension plan
Signals · 1
40% in single holding
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$29.2M
Net assets (EOY)
$29.2M
How this plan invests
This plan
1 pooled trust
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
80
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "Northern Trust Collective Short-Term Investment Fund" is 40% of plan.
- 67 bps in Schedule C fees — 132% above peer band of 29 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DUCOMMUN AEROSTRUCTURES.
Plan sponsor
Name
DUCOMMUN AEROSTRUCTURES
EIN
95-4610303
Address
801 ROYAL OAKS DRIVE · MONROVIA, CA · 91016
Phone
(626) 305-3246
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
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 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST | 36-1561860 | — | NONE | $132K | — |
| USI CONSULTING GROUP INC | 06-1053228 | — | NONE | $37K | — |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | 95-4345526 | — | NONE | $28K | — |
Investments
2 direct securities · 1 pooled fund· $29.2M(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
$17.4M
2 holdings
Common Collective Trust
$11.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| COLLECTIVE SHORT-TERM INVEST. FUND NORTHERN TRUST · EIN 45-6138589 / PN 084 | Common Collective Trust | 11,726,033 | $11.7M | $11.7M | 40.1% | |
| Northern Ultra-Short Fixed Income Fund | — | 869,121 | $9.0M | $9.0M | 30.6% | |
| iShares Core U.S. Aggregate Bond Fund | — | 87,663 | $8.8M | $8.5M | 29.1% |
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