Plan Snapshot
- Plan Sponsor: Transdev North America, INC.
- Sponsor EIN: 510387033
- Sponsor Address: 720 E BUTTERFIELD ROAD SUITE 300, LOMBARD, IL, 60148
- Plan Type: 401(k)
- Total Participants: 7,404
- Total Assets: $152.5M
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 | 7,404 | $152.5M | $5.7M | $16.8M |
| 2023 | 6,931 | $130.1M | $4.9M | $12.7M |
| 2022 | 3,731 | $81.8M | $3.3M | $10.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $132,821 | — | $132,821 |
| MERCER INVESTMENTS LLC | INVESTMENT ADVISOR | $33,069 | — | $33,069 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $26,529 | — | $26,529 |
| MILLER COOPER & CO., LTD | ACCOUNTANT/AUDITOR | $24,000 | — | $24,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- MILLER COOPER & CO., LTD — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $216,419
- Estimated Expense Ratio: 0.142% 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 | $216,419 | $59,598 | — | $24,000 | — |
| 2023 | $163,274 | $12,746 | — | $20,050 | — |
| 2022 | $165,938 | $4,783 | — | — | — |