Back to filter
Original filing (PDF)20231016140900NAL0025021043001
DESIGN AIR, LLC
Form 5500
FILING_RECEIVED
DESIGN AIR, LLC ASSOCIATE SAVINGS & RETIREMENT PLAN
401(k) retirement plan
Active participants
163
Accounts w/ balance
189
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
Plan health score (directional)
90
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DESIGN AIR, LLC.
Plan sponsor
Name
DESIGN AIR, LLC
EIN
47-3884458
Address
1010 W. KENNEDY AVENUE · KIMBERLY, WI · 54136
Phone
(920) 702-6814
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
VRAKAS, S.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIFTH THIRD BANK RETIREMENT SERVICE | — | CINCINNATI, OH | RECORDKEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062018 | — | NONE | $44K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using ALERUS FINANCIAL, N.A.
EIDE BAILLY LLP
EIDE BAILLY LLP 401(K) PROFIT SHARING PLAN
$615.3M · 3,154 participants
JANE STREET GROUP, LLC
JANE STREET GROUP, LLC 401(K) PLAN
$521.4M · 1,728 participants
AVI SYSTEMS, INC.
AVI SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$399.5M · 1,191 participants
THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
ASPCA 401(K) RETIREMENT PLAN
$164.0M · 1,191 participants
NORAN NEUROLOGICAL CLINIC, P.A.
NORAN NEUROLOGICAL CLINIC, P. A. 401(K) PROFIT SHARING PLAN
$153.6M · 242 participants
PERFORMANCE CONTRACTORS, INC.
PERFORMANCE CONTRACTORS, INC. 401(K) SALARY SAVINGS PLAN
$131.6M · 4,376 participants
Similar-size Wholesale Trade plans
COMFORT CONTROL SUPPLY CO., INC.
COMFORT CONTROL SUPPLY CO., INC. 401(K) RETIREMENT SAVINGS PLAN
$10.8M · 189 participants
DAVID GOODING, INC.
DAVID GOODING, INC. PROFIT SHARING AND 401(K) PLAN
$10.8M · 68 participants
N. H. YATES & CO., INC.
N.H. YATES & CO., INC. 401(K) PLAN
$10.8M · 64 participants
REEVES-WIEDEMAN COMPANY
REEVES-WIEDEMAN COMPANY 401(K) PROFIT SHARING PLAN
$10.8M · 81 participants
CAPITOL GROUP, INC.
THE CAPITOL GROUP, INC. 401(K) PLAN
$11.0M · 142 participants
J.M. O'CONNOR, INC.
J.M. O'CONNOR, INC. EMPLOYEES 401(K) PLAN
$10.8M · 26 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B