Filings through Oct 24, 2026.

Duralum Products, Inc PS Plan & Trust

Name: DURALUM PRODUCTS, INC. - DURALUM PRODUCTS, INC PS PLAN & TRUST (2025) Form 5500
Creator: DURALUM PRODUCTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DURALUM PRODUCTS, INC PS PLAN & TRUST, DURALUM PRODUCTS, INC.

Duralum Products, Inc.EIN 68-0263024Plan #001PY 2025

2485 RAILROAD ST - CORONA, CA 92880916-996-6541duralum.comLinkedIn51-200 employeesconstruction

How to read this page

Prospect flags

1 of 17 flags tripped on the 2025 filing.

How flags work

Opportunity
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Schedule H, line 2a(1)(B)

Total assets (EOY)

$9M

+23.6% from 2024

Total participants

179

+17.8% from 2024

Average account balance

$54,301

+0.5% from 2024

Annual return

15.10%

+1.38 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 4,060 peers

Industry: 33 - Manufacturing
Plan type: Defined contribution
Participants: 100-249
Cohort: 4,060 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

Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

Percentile for each metric
Middle 50% of peers
Peer median
This plan's value next to its peers

Try Pro free See pricing

Plan history

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

2025 filing

Total assets (EOY): $9,013,885
Participants: 179
Contributions: $774,134
Annual return: 15.10%

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.

Pro unlocks:

Assets, participants and contributions by year
Annual return by year
Year-over-year charts

Try Pro free

Expense breakdown

$38K in admin expenses, $212 per participant (all participants, line 6f).

Schedule H, line 2i

Contract admin$19K (51%)
Investment mgmt$19K (49%)

Admin expense ratio

0.421%

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

Categories reported

2 / 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

12 funds of $250K or more, counting each target-date vintage; shown as 8 lines, holding $8.9M of the plan's $9.0M. Recordkeeper: Ascensus.

2025 filing, Schedule H, line 4i

In collective trusts14%median 0% for plans of $5M to $50M (40,449 plans)

In index funds<1%median 22% for plans of $5M to $50M (40,449 plans)

In the main target-date series75%median 39% for plans of $5M to $50M (40,449 plans)

Employer stockNo

Target-date series: T. Rowe Price Retirement, mutual fund, 75% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages	T. Rowe Price	Mutual fund	$6.7M	75.3%
Invesco QQQ Trust Invesco · Collective trust	Invesco	Collective trust	$1.2M	13.7%
JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund	JPMorgan	Mutual fund	$576K	6.5%
Vanguard Cash Reserves Federal Money Market Fund Vanguard · Money market	Vanguard	Money market	$299K	3.4%
WisdomTree Trust US Mid Cap Dividend Fund Manager not matched · Collective trust	Not yet matched	Collective trust	$53K	0.6%
PIMCO Real Estate Real Return Strat PIMCO (Allianz) · Mutual fund	PIMCO (Allianz)	Mutual fund	$43K	0.5%
Putnam Large Cap Value Fund Franklin Templeton · Mutual fund	Franklin Templeton	Mutual fund	$3K	<0.1%
iShares Morningstar Small-Cap Value ETF BlackRock · ETF Index	BlackRock	ETF	$729	<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 2 by compensation.

Schedule C

Provider	Service type	Compensation
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 Recordkeeping	Recordkeeping	$19,246
ONEDIGITAL INVESTMENT ADVISORS LLC1 year Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 Advisory (Plan)	Advisory (Plan)	$18,740

Audit opinion

Schedule H, Part III

Unqualified opinion

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

Auditor: BFBA, LLP
Auditor EIN: 68-0000424
Audit fees: Not reported separately
Opinion code: Unqualified

Plan design

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

Plan features

7 feature codes on the 2025 filing.

Line 8a

Plan feature codes2A2E2F2G2J2T3D

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.

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

Fund

Dollars

% of funds%

T. Rowe Price Retirement

T. Rowe Price · Mutual fund

Target-date, 10 vintages

$6.7M

75.3%

Invesco QQQ Trust

Invesco · Collective trust

$1.2M

13.7%

JPMorgan Mid Cap Growth Fund

JPMorgan · Mutual fund

$576K

6.5%

Vanguard Cash Reserves Federal Money Market Fund

Vanguard · Money market

$299K

3.4%

WisdomTree Trust US Mid Cap Dividend Fund

Manager not matched · Collective trust

$53K

0.6%

PIMCO Real Estate Real Return Strat

PIMCO (Allianz) · Mutual fund

$43K

0.5%

Putnam Large Cap Value Fund

Franklin Templeton · Mutual fund

$3K

<0.1%

iShares Morningstar Small-Cap Value ETF

BlackRock · ETF

Index

$729

<0.1%

Provider

Compensation

ASCENSUS LLC1 year

Service code 15 · EIN 11-3665754

Recordkeeping

$19,246

ONEDIGITAL INVESTMENT ADVISORS LLC1 year

Filed as: ONE DIGITAL INVESTMENT ADVISORS

Service code 27

11101 SWITZER RD · OVERLAND PARK, KS 66210

Advisory (Plan)

$18,740

Duralum Products, Inc PS Plan & Trust

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

Plan design

Plan features

Duralum Products, Inc PS Plan & Trust

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

Duralum Products, Inc PS Plan & Trust

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

Plan design

Plan features

Duralum Products, Inc PS Plan & Trust

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