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Original filing (PDF)20251010152516NAL0012898400001
DURASERV LLC
Form 5500
FILING_RECEIVED
DURASERV CORP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
97% in single holding
Active participants
1,172
Accounts w/ balance
1,124
Plan assets (EOY)
$35.4M
Net assets (EOY)
$35.4M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Current" is 97% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DURASERV LLC.
Plan sponsor
Name
DURASERV LLC
EIN
46-4394239
Address
8951 CYPRESS WATERS BLVD · SUITE 200 · COPPELL, TX · 75019
Phone
(214) 496-0059
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
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
GREER WALKER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $104K | — |
Investments
2 direct securities· $36.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Current | — | — | — | $35.4M | 100.0% | |
| value3,641,3243,628,7463,185,6933,059,8732,511,3912,429,2792,071,6041,849,7911,825,2371,554,3811,327,5871,191,6461,082 | — | — | $1.1M | $1.0M | 2.9% |
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