Filings through Oct 24, 2026.

Dubak Electrical 401(k) and Profit Sharing Plan

Name: DUBAK ELECTRICAL MAINTENANCE CORP. - DUBAK ELECTRICAL 401(K) AND PROFIT SHARING PLAN (2025) Form 5500
Creator: DUBAK ELECTRICAL MAINTENANCE CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DUBAK ELECTRICAL 401(K) AND PROFIT SHARING PLAN, DUBAK ELECTRICAL MAINTENANCE CORP.

Dubak Electrical Maintenance Corp.EIN 36-3496779Plan #001PY 2025

10 BEACH AVE. - LAGRANGE, IL 60526708-579-5252

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Prospect flags

No flags tripped on the 2025 filing.

How flags work

Total assets (EOY)

$11.3M

+32.2% from 2024

Total participants

271

+0.4% from 2024

Average account balance

$41,770

+31.7% from 2024

Annual return

14.89%

-10.36 pp from 2024

Benchmarks

This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.

Peer benchmarks

We rank each metric against plans of the same size, type and industry.

Schedule H, Parts I and II See about 3,508 peers

Industry: 23 - Construction
Plan type: Defined contribution
Participants: 100-249
Cohort: 3,508 peers
Snapshot: 2025

MetricThis planAmong peersPercentile

Annual return

Percentile

Average balance

Percentile

Participation rate

Percentile

Employer contribution per participant

Percentile

Employee contribution per participant

Percentile

Administrative expense per participant

Percentile

Middle 50% of peersPeer medianThis plan

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Plan history

Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.

2025 filing

Total assets (EOY): $11,319,709
Participants: 271
Contributions: $1,802,278
Annual return: 14.89%

2024 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

2023 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

Older filings: assets, participants, contributions and return for each year are on Pro.

9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.

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Expense breakdown

$17K in admin expenses, $61 per participant (all participants, line 6f).

Schedule H, line 2i

Contract admin$12K (69%)
Other / not subdivided$5K (31%)

Admin expense ratio

0.146%

Admin expenses as % of EOY assets; fund fees not included

Categories reported

1 / 9

subdivided buckets used

Investments

This section lists the funds on the plan's investment schedule and what changed since the prior filing.

Fund lineup

8 funds of $250K or more, counting each target-date vintage; shown as 4 lines, holding $10.0M of the plan's $11.3M. Recordkeeper: Voya.

2025 filing, Schedule H, line 4i

In collective trusts10%median 0% for plans of $5M to $50M (40,449 plans)

In index funds0%median 22% for plans of $5M to $50M (40,449 plans)

In the main target-date series90%median 39% for plans of $5M to $50M (40,449 plans)

Employer stockNo

Target-date series: Vanguard Target Retirement, mutual fund, 90% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages	Vanguard	Mutual fund	$9.0M	89.9%
Voya Mid-Cap Growth Eqty Fd 8 Voya · Collective trust Recordkeeper's own fund	Voya	Collective trust	$989K	9.9%
Voya Gv Mny Mkt F A (Hld Acct) Voya · Money market Recordkeeper's own fund	Voya	Money market	$13K	0.1%
Voya Intermediate Bond Fund Voya · Mutual fund Recordkeeper's own fund	Voya	Mutual fund	$246	<0.1%

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Providers

This section shows who is paid to serve the plan, who audits it and who signs the filing.

Service providers

Top 4 by compensation.

Schedule C

Provider	Service type	Compensation
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 Other Fees	Other Fees	$21,600
HESSEL & ASSOCIATES, LLC4 years Service code 49 Other Services	Other Services	$4,465
VOYA FINANCIAL ADVISORS INC3 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 Recordkeeping Fees	Recordkeeping Fees	$158
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLD CO. LLC Service code 99 · EIN 84-4519624 Other Fees	Other Fees	$0

Audit opinion

Schedule H, Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor: GARY HUNTER STERNN LLP
Auditor EIN: 36-3077757
Audit fees: Not reported separately
Opinion code: Unqualified

Plan design

Plan features from the filing, actuarial disclosures and related pages.

Plan features

8 feature codes on the 2025 filing.

Line 8a

Plan feature codes2A2E2F2G2J2T3D3H

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Look up a plan sponsor by EIN. The free Form 5500 search needs no account.

Fund

Dollars

% of funds%

Vanguard Target Retirement

Vanguard · Mutual fund

Target-date, 10 vintages

$9.0M

89.9%

Voya Mid-Cap Growth Eqty Fd 8

Voya · Collective trust

Recordkeeper's own fund

$989K

9.9%

Voya Gv Mny Mkt F A (Hld Acct)

Voya · Money market

Recordkeeper's own fund

$13K

0.1%

Voya Intermediate Bond Fund

Voya · Mutual fund

Recordkeeper's own fund

$246

<0.1%

Provider

Compensation

CREATIVE PLANNING LLC1 year

Filed as: CREATIVE PLANNING HOLD CO, LLC

Service code 99

Other Fees

$21,600

HESSEL & ASSOCIATES, LLC4 years

Service code 49

Other Services

$4,465

VOYA FINANCIAL ADVISORS INC3 years

Filed as: VOYA RETIREMENT INSURANCE & ANNUITY

Service code 64

Recordkeeping Fees

$158

CREATIVE PLANNING LLC1 year

Filed as: CREATIVE PLANNING HOLD CO. LLC

Service code 99 · EIN 84-4519624

Other Fees

Dubak Electrical 401(k) and Profit Sharing Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

Plan design

Plan features

Dubak Electrical 401(k) and Profit Sharing Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Dubak Electrical 401(k) and Profit Sharing Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

Plan design

Plan features

Dubak Electrical 401(k) and Profit Sharing Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion