Plan Snapshot
- Plan Sponsor: Board Of Trustees Of District Council No. 14 Metal Polishers
- Sponsor EIN: 800967624
- Sponsor Address: 8205 S. CASS AVENUE, SUITE 102, DARIEN, IL, 605615319
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 152 | $7.7M | $229,259 | $147,472 |
| 2023 | 116 | $6.9M | $244,584 | $152,254 |
| 2022 | 118 | $5.7M | $224,707 | $150,207 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | $17,500 | — | $17,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,500
- Estimated Expense Ratio: 0.229% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $42,611 | — | $3,110 | $17,500 | — |
| 2023 | $31,878 | — | $751 | $17,000 | — |
| 2022 | $24,059 | — | — | — | $18,850 |