Plan Snapshot
- Plan Sponsor: Dyson, INC.
- Sponsor EIN: 470854628
- Sponsor Address: 1330 W. FULTON STREET 5TH FLOOR, CHICAGO, IL, 60607
- Plan Type: 401(k)
- Total Participants: 513
- Total Assets: $78.2M
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 | 513 | $78.2M | $4.0M | $5.4M |
| 2023 | 614 | $67.7M | $3.7M | $5.0M |
| 2022 | 715 | $53.5M | $3.3M | $4.4M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | -$92,785 | — | — | — | — |
| 2023 | -$58,227 | — | — | — | — |
| 2022 | -$49,071 | — | — | — | — |