How big is Duravent, Inc.'s plan?

Duravent, Inc.'s plan reported $48.7M in assets and 871 participants for 2024.

Original filing (PDF)20251015132259NAL0002359059001

Duravent, Inc.

Name: Duravent, Inc. — Duravent Group Retirement Savings, Form 5500 (2024)
Creator: Duravent, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Duravent Group Retirement Savings and Investment Plan

401(k) retirement plan · Duravent, Inc.'s Duravent Group Retirement Savings and Investment Plan held $48.7M in plan assets for 871 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

871

Accounts w/ balance

849

Plan assets (EOY)

$48.7M

Net assets (EOY)

$48.7M

People on this filing

Brian Pesola signed Duravent, Inc.'s 2024 Form 5500 as plan administrator.

Brian Pesola — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Duravent, Inc.'s EIN is 27-3086791.

EIN 27-3086791

Plan number 002

Plan year 2024

ACK ID 20251015132259NAL0002359059001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Duravent, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Duravent, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 452K (8% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Plan sponsor

Name

DURAVENT, INC.

EIN

all filings

Address

28 WEST ADAMS RD · SUITE 1400 · DETROIT, MI · 48226

Phone

(414) 524-3347

Industry

Manufacturing

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$69K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGANSTANLEYSMITHBARNEYLLC	20-8764829	—	INVESTMENT ADVISOR	$62K	—
STRATEGIC ADVISORS, INC.

Investments

33 direct securities· $48.6M(100% of reported assets)

Mutual Funds

$37.6M

19 holdings

Common Collective Trusts

$6.4M

6 holdings

Other securities

$3.6M

7 holdings

Bonds / Notes

$1.1M

1 holding

					% of plan
Fidelity Freedom Index 2030 Institutional Premium	Mutual Funds	—	—	$9.0M	18.5%
Fidelity Freedom Index 2035 Institutional Premium	Mutual Funds	—	—	$6.0M	12.3%
Fidelity Freedom Index 2025 Institutional Premium	Mutual Funds	—	—	$5.2M	10.7%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$4.4M	9.1%
Fidelity Freedom Index 2040 Institutional Premium	Mutual Funds	—	—	$3.4M	6.9%
Fidelity Freedom Index 2045 Institutional Premium	Mutual Funds	—	—	$3.0M	6.1%
Fidelity Freedom Index 2050 Institutional Premium	Mutual Funds	—	—	$2.7M	5.6%
Artisan Mid Cap Fund Institutional	Other securities	—	—	$1.6M	3.3%
Fidelity Freedom Index 2055 Institutional Premium	Mutual Funds	—	—	$1.6M	3.2%
Fidelity U.S. Bond Index	Mutual Funds	—	—	$1.4M	3.0%
Vanguard Federal Money Market Fund Investor	Mutual Funds	—	—	$1.4M	2.8%
Rates from 3.25% to 9.50% -	Bonds / Notes	—	—	$1.1M	2.3%
Fidelity Freedom Index 2020 Institutional Premium	Mutual Funds	—	—	$1.0M	2.1%
JP Morgan Large Cap Growth Fund Class R6	Other securities	—	—	$1.0M	2.1%
Fidelity Freedom Index 2060 Institutional Premium	Mutual Funds	—	—	$776K	1.6%
Fidelity International Index Fund	Common Collective Trusts	—	—	$605K	1.2%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$603K	1.2%
Invesco Small Cap Growth Fund R5	Mutual Funds	—	—	$600K	1.2%
JP Morgan Mid Cap Value Fund Class R6	Other securities	—	—	$557K	1.1%
MFS International Growth Fund Class R6	Mutual Funds	—	—	$451K	0.9%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$351K	0.7%
John Hancock Bond Fund Class R6	Other securities	—	—	$320K	0.7%
Fidelity Freedom Index 2015 Institutional Premium	Mutual Funds	—	—	$253K	0.5%
Fidelity Freedom Index Income Fund Institutional Premium	Mutual Funds	—	—	$227K	0.5%
Fidelity Freedom Index 2065 Institutional Premium	Mutual Funds	—	—	$227K	0.5%
Fidelity Short-Term Bond Index Fund	Common Collective Trusts	—	—	$213K	0.4%
Fidelity Small Cap Value Index Fund	Common Collective Trusts	—	—	$182K	0.4%
Dodge & Cox International Stock Fund Class I	Mutual Funds	—	—	$174K	0.4%
Fidelity Freedom Index 2010 Institutional Premium	Mutual Funds	—	—	$156K	0.3%
Calvert Core Bond 1	Other securities	—	—	$92K	0.2%
Columbia Large Cap Value Fund	Other securities	—	—	$31K	<0.1%
Fidelity Freedom Index 2070 Institutional Premium	Mutual Funds	—	—	$2K	<0.1%
Calvert US Large CRI R6	Other securities	—	—	$1K	<0.1%