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Original filing (PDF)20251014095322NAL0005356770001
DURAND, INC.
Form 5500
FILING_RECEIVED
DURAND, INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
173
Accounts w/ balance
133
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DURAND, INC..
Plan sponsor
Name
DURAND, INC.
EIN
22-2460736
Address
304 BIRCHFIELD DR · MOUNT LAUREL, NJ · 08054
Phone
(856) 845-0666
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CULLARI CARRICO LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $490 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC. | 95-2755361 | SANTA MONICA, CA | RIA | $862 | — |
Investments
25 direct securities · 1 pooled fund· $9.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$4.5M
1 holding
Uncategorized
$4.5M
25 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| POOLED SEPERATE ACCOUNT JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 002 | Pooled Separate Account | — | — | $4.5M | 96.9% | |
| Jolui Hancock Life Insiu'ance Compaiiy | — | — | — | $846K | 18.2% | |
| Jolui Hancock Life Insurance Compaiiy | — | — | — | $588K | 12.7% | |
| John Hancock Life Insurance Company | — | — | — | $383K | 8.2% | |
| Jolui Hancock Life Insurance Company | — | — | — | $329K | 7.1% | |
| Jolin Hancock Life Insiu'ance Compaiiy | — | — | — | $303K | 6.5% | |
| Jo}in Hancock Life hisurance Coinpany | — | — | — | $303K | 6.5% | |
| John Hancock Life Insurance Coinpany | — | — | — | $218K | 4.7% | |
| Jolin Hancock Life Insurance Coinpany | — | — | — | $187K | 4.0% | |
| John Haiicock Life Insurance Coinpany | — | — | — | $186K | 4.0% | |
| Jo}m Hancock Life Insurance Company | — | — | — | $174K | 3.8% | |
| John Haiicock Life Insurance Company | — | — | — | $161K | 3.5% | |
| Jo}ui Hancock Life hisuraiice Coinpany | — | — | — | $114K | 2.5% | |
| John Hancock Life Insuraiice Coinpany | — | — | — | $113K | 2.4% | |
| John Haiicock Life Insurance Company | — | — | — | $91K | 2.0% | |
| John Haiicock Life Insurance Company | — | — | — | $90K | 1.9% | |
| Jolin Hancock Life Insiu'ance Compaiiy | — | — | — | $84K | 1.8% | |
| John Hancock Life lnsiu'ance Coinpaiiy | — | — | — | $73K | 1.6% | |
| John Hancock Life Insurance Company | — | — | — | $65K | 1.4% | |
| Jolui Hancock Life Insurance Compaiiy | — | — | — | $54K | 1.2% | |
| John Hancock Life Insurance Compaiiy | — | — | — | $37K | 0.8% | |
| John Hancock Life Insurance Company | — | — | — | $22K | 0.5% | |
| Jolin Hancock Life Insiu'ance Compaiiy | — | — | — | $21K | 0.5% | |
| John Hancock Life Insurance Con'ipany | — | — | — | $21K | 0.4% | |
| John Haitcock Life {iisurance Company | — | — | — | $19K | 0.4% | |
| Jolin Hancock Life Insurance Coinpany | — | — | — | $8K | 0.2% |
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