Retirement plan

DONNELLY MECHANICAL CORP. 401(K) RETIREMENT PLAN

Name: DONNELLY MECHANICAL CORP. - DONNELLY MECHANICAL CORP. 401(K) RETIREMENT PLAN (2025) Form 5500
Creator: DONNELLY MECHANICAL CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DONNELLY MECHANICAL CORP. 401(K) RETIREMENT PLAN, DONNELLY MECHANICAL CORP.

DONNELLY MECHANICAL CORP.EIN 11-2957503Plan #001PY 2025

96-59 222ND STREET - QUEENS VILLAGE, NY 11429718-886-1500donnellymech.comLinkedIn201-500 employeesconstruction

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$19.4M

+20.6% from 2024

Total participants

-5.2% from 2024

Average account balance

$289,319

+31.4% from 2024

Annual return

18.42%

+0.83 pp from 2024

Benchmarks

See 2,959 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort2,959 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$19.38M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$289K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

115.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$789K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.42%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$6677

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$447K

$7714 / participant

Other / not subdivided$447K100.0%

% of EOY assets

2.308%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$289,319

$105,284+174.8%

$150,734+91.9%

$94,015+207.7%

Participation rate

89.7%

71.7%+17.9pp

78.4%+11.2pp

70.8%+18.8pp

Annual return

18.42%

15.67%+2.7pp

600.81%-582.4pp

17.84%+0.6pp

Employer contribution / active EE

$4,060

$3,599+12.8%

$4,918-17.4%

$2,790+45.5%

Participant deferral / active EE

$9,542

$4,274+123.3%

$5,610+70.1%

$4,249+124.6%

Admin fee / account holder

$6,677

$9,839-32.1%

$14,905-55.2%

$8,951-25.4%

DONNELLY MECHANICAL CORP. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DONNELLY MECHANICAL CORP. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion