Plan Snapshot
- Plan Sponsor: Transdev North America, INC.
- Sponsor EIN: 510387033
- Sponsor Address: 720 E BUTTERFIELD RD, LOMBARD, IL, 601485661
- Plan Type: DB
- Plan Number: 009
- Total Participants: 133
- Total Assets: $44.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 133 | $44.5M | $3.0M | $0 |
| 2023 | 156 | $43.9M | $3.0M | $0 |
| 2022 | 170 | $42.4M | $3.0M | $0 |
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 |
|---|---|---|---|---|
| MERCER INVESTMENT CONSULTING | Investment Advisor | $81,205 | — | $81,205 |
| CBIZ | Other Service Provider | $79,774 | — | $79,774 |
| MILLER, COOPER & CO., LTD | Auditor | $19,800 | — | $19,800 |
| STATE STREET BANK AND TRUST COMPANY | Custodian / Trustee | $12,500 | — | $12,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER INVESTMENT CONSULTING — Investment Advisor
- MILLER, COOPER & CO., LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $193,279
- Estimated Expense Ratio: 0.434% 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 | $698,453 | $95,632 | — | $19,800 | — |
| 2023 | $944,657 | $14,034 | — | $11,150 | — |
| 2022 | $685,850 | $89,734 | — | — | $226,537 |