Plan Snapshot
- Plan Sponsor: Durham School Services, L.P.
- Sponsor EIN: 953320487
- Sponsor Address: 2601 NAVISTAR, LISLE, IL, 60532
- Plan Type: 401(k)
- Total Participants: 17,262
- Total Assets: $129.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 17,262 | $129.9M | $6.1M | $12.9M |
| 2023 | 17,941 | $125.4M | $6.3M | $12.8M |
| 2022 | 19,771 | $103.4M | $6.1M | $12.1M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | $41,982 | — | $41,982 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,982
- Estimated Expense Ratio: 0.032% 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 | $493,271 | $23,630 | — | $41,982 | — |
| 2023 | $523,992 | $25,000 | — | $39,749 | — |
| 2022 | $563,411 | $24,000 | — | — | $539,411 |