Plan Snapshot
- Plan Sponsor: Transdev North America, INC.
- Sponsor EIN: 510387033
- Sponsor Address: 720 E BUTTERFIELD ROAD, LOMBARD, IL, 60148
- Plan Type: 401(k)
- Total Participants: 11,846
- Total Assets: $160.2M
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 | 11,846 | $160.2M | $7.7M | $18.8M |
| 2023 | 10,568 | $138.0M | $5.9M | $13.5M |
| 2022 | 3,910 | $114.0M | $4.5M | $10.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $211,272 | — | $211,272 |
| MILLER COOPER & CO. LTD | ACCOUNTANT/AUDITOR | $40,819 | — | $40,819 |
| MERCER INVESTMENTS LLC | INVESTMENT ADVISOR | $32,500 | — | $32,500 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $27,229 | — | $27,229 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MILLER COOPER & CO. LTD — ACCOUNTANT/AUDITOR
- MERCER INVESTMENTS LLC — INVESTMENT ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $311,820
- Estimated Expense Ratio: 0.195% 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 | $311,820 | $59,729 | — | $40,819 | — |
| 2023 | $168,699 | $31,719 | $1,500 | $20,050 | — |
| 2022 | $192,907 | $5,315 | — | — | — |