National Express Safe Harbor 401k Plan — Form 5500 plan (Durham School Services, L.P.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, National Express Safe Harbor 401k Plan is a benefit plan reported by Durham School Services, L.P. under EIN 95-3320487 and plan number 003. The latest loaded filing year is 2023. The filing reports 21,703 participants and $125,439,833 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Durham School Services, L.P.
- EIN
- 95-3320487
- Plan number
- 003
- Plan type
- 2
- Location
- Lisle, IL
- Latest filing year
- 2023
- Participants
- 21,703
- End-of-year plan assets
- $125,439,833
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21,703 | H, C | 20241007120026NAL0015132129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $125,439,833
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,439,833
- Net assets (BOY)
- $103,443,283
Income & contributions
- Employer contributions
- $6,258,208
- Participant contributions
- $12,836,378
- Total contributions
- $19,623,573
- Total income / additions
- $38,501,565
Expenses & distributions
- Benefits paid
- $15,981,023
- Administrative expenses
- $523,992
- Total expenses
- $16,505,015
- Net increase / (decrease)
- $21,996,550
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $459,243 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | NONE | $39,749 | not reported in the loaded dataset | 2023 |
| Mycio Wealth Partners LLC | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Durham School Services, L.P.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Lisle, IL
- Oneamerica Retirement Services LLC — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Mycio Wealth Partners LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation