Plan Snapshot
- Plan Sponsor: Duravant LLC
- Sponsor EIN: 870752826
- Sponsor Address: 3500 LACEY ROAD, SUITE 290, DOWNERS GROVE, IL, 60515
- Plan Type: 401(k)
- Total Participants: 1,790
- Total Assets: $162.9M
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 | 1,790 | $162.9M | $5.7M | $11.7M |
| 2023 | 1,822 | $148.5M | $5.2M | $10.8M |
| 2022 | 1,636 | $125.3M | $5.7M | $9.8M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $228,092 | — | $228,092 |
| ROCKEFELLER CAPITAL MANAGEMENT INS | INVESTMENT ADVISORY-PLAN | $152,465 | — | $152,465 |
| GILLIAM BELL MOSER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- GILLIAM BELL MOSER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $380,557
- Estimated Expense Ratio: 0.234% 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 | $535,826 | — | $535,826 | — | — |
| 2023 | $300,693 | — | $300,693 | — | — |
| 2022 | $289,021 | — | $289,021 | — | — |