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Original filing (PDF)20251014142841NAL0006426706001
DURAVANT LLC
Form 5500
FILING_RECEIVED
DURAVANT 401(K) PLAN
401(k) retirement plan
Active participants
1,790
Accounts w/ balance
2,233
Plan assets (EOY)
$162.9M
Net assets (EOY)
$162.9M
How this plan invests
This plan
11 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — 134% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DURAVANT LLC.
Plan sponsor
Name
DURAVANT LLC
EIN
87-0752826
Address
3500 LACEY ROAD, SUITE 290 · DOWNERS GROVE, IL · 60515
Phone
(630) 635-3921
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
020
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GILLIAM BELL MOSER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $228K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT INS | 82-4926179 | — | INVESTMENT ADVISORY-PLAN | $152K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA TRUST COMPANY | 42-0497998 | — | TRUSTEE | $167 | — |
Investments
21 direct securities · 11 pooled funds· $167.5M(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.
Common Collective Trust
$121.5M
11 holdings
Uncategorized
$46.0M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFEGOAL(SM) 2035 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $24.1M | 14.8% | |
| TRANSAMERICA LIFEGOAL(SM) 2030 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $21.4M | 13.1% | |
| TRANSAMERICA LIFEGOAL(SM) 2025 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $16.2M | 10.0% | |
| TRANSAMERICA LIFEGOAL(SM) 2040 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $14.0M | 8.6% | |
| TRANSAMERICA LIFEGOAL(SM) 2045 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $12.2M | 7.5% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $11.5M | 7.1% | |
| TRANSAMERICA LIFEGOAL(SM) 2050 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $9.0M | 5.5% | |
| TRANSAMERICA LIFEGOAL(SM) 2055 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $7.8M | 4.8% | |
| TRANSAMERICA LIFEGOAL(SM) 2060 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $6.1M | 3.8% | |
| Vanguard US Growth Inv Mutual Fund | — | — | — | $6.0M | 3.7% | |
| TRANSAMERICA LIFEGOAL(SM) RETIREMEN TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $5.7M | 3.5% | |
| Reliance/MetLife Stable 25053 Class 0 Collective Trust | — | — | — | $4.7M | 2.9% | |
| RELIANCE/METLIFE STABLE 25053 CLASS METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $4.6M | 2.8% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual Fund | — | — | — | $3.0M | 1.8% | |
| Participant loans Interest rates of 3.25% to 10.25% | — | — | — | $2.9M | 1.8% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund | — | — | — | $2.1M | 1.3% | |
| BlackRock High Yield Bond Instl Mutual Fund | — | — | — | $2.0M | 1.2% | |
| Vanguard Balanced Index Adm Mutual Fund | — | — | — | $1.6M | 1.0% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund | — | — | — | $1.5M | 0.9% | |
| American Funds American Mutual R6 Mutual Fund | — | — | — | $1.5M | 0.9% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $1.3M | 0.8% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | — | — | — | $1.3M | 0.8% | |
| Vanguard Mid Cap Index Adm Mutual Fund | — | — | — | $1.3M | 0.8% | |
| Baird Aggregate Bond Instl Mutual Fund | — | — | — | $1.2M | 0.7% | |
| American Funds New World R6 Mutual Fund | — | — | — | $1.0M | 0.6% | |
| American Funds EuroPacific Gr R6 Mutual Fund | — | — | — | $760K | 0.5% | |
| DFA Real Estate Securities I Mutual Fund | — | — | — | $738K | 0.5% | |
| DFA International Core Equity I Mutual Fund | — | — | — | $594K | 0.4% | |
| DFA Inflation-Protected Securities I Mutual Fund | — | — | — | $483K | 0.3% | |
| Victory Fund for Income I Mutual Fund | — | — | — | $383K | 0.2% | |
| TRANSAMERICA LIFEGOAL(SM) 2065 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $360K | 0.2% | |
| DFA Commodity Strategy I Mutual Fund | — | — | — | $153K | <0.1% |