Plan Snapshot
- Plan Sponsor: Ducommun Incorporated Retirement Savings Plan
- Sponsor EIN: 950693330
- Sponsor Address: 600 ANTON BLVD, COSTA MESA, CA, 926267100
- Plan Type: 401(k)
- Total Participants: 2,104
- Total Assets: $186.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,104 | $186.3M | $3.1M | $9.8M |
| 2023 | 2,177 | $174.0M | $2.9M | $9.2M |
| 2022 | 2,313 | $160.4M | $2.9M | $9.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $258,299 | — | $258,299 |
| MORGAN STANLEY | INVESTMENT ADVISORY | $72,000 | — | $72,000 |
| HOLTHOUSE CARLIN & VAN T | ACCOUNTANT | $25,735 | — | $25,735 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISORY
- HOLTHOUSE CARLIN & VAN T — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $356,034
- Estimated Expense Ratio: 0.191% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $356,034 | $72,000 | $258,299 | $25,735 | — |
| 2023 | $332,356 | $72,000 | $233,806 | $26,550 | — |
| 2022 | $327,868 | $72,000 | $237,878 | — | $17,990 |