# Bd Trustees Pn Tr Estate Local 473 DB Plan
Source: https://planprovider.pro/companies/bd-trustees-pn-tr-estate-local-473-362427068-001

> Bd Trustees Pn Tr Estate Local 473's DB plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Trustees Pn Tr Estate Local 473

- **Sponsor EIN:** 362427068

- **Sponsor Address:** 625 ENTERPRISE DR, OAK BROOK, IL, 605238813

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $6.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$6.6M|$0|$0|

| 2023|0|$10.8M|$0|$0|

| 2022|0|$15.0M|$0|$0|

## 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|

| BENEFITS MANAGEMENT GROUP, INC|Other Service Provider|$51,600|—|$51,600|

| FIDUCIENT ADVISORS|Other Service Provider|$50,500|—|$50,500|

| MILLIMAN|Recordkeeper|$42,922|—|$42,922|

| AMALGAMATED BANK OF CHICAGO|Other Service Provider|$25,407|—|$25,407|

| JOHNSON & KROL, LLC|Other Service Provider|$25,275|—|$25,275|

| CALIBRE CPA GROUP, PLLC|Auditor|$21,600|—|$21,600|

| MIDWEST INSTITUTIONAL TRUST|Other Service Provider|$7,657|—|$7,657|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Recordkeeper

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $224,961

- **Estimated Expense Ratio:** 3.431% 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|$284,093|$51,822|$51,600|$21,600|—|

| 2023|$277,140|$54,338|$51,600|$21,600|—|

| 2022|$269,323|$76,438|$51,600|—|$83,380|

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