# Board Of Trustees, 701 Pension Fund DB Plan Source: https://planprovider.pro/companies/board-of-trustees-701-pension-fund-366455509-001 > Board Of Trustees, 701 Pension Fund's DB plan: 1,101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Board Of Trustees, 701 Pension Fund - **Sponsor EIN:** 366455509 - **Sponsor Address:** 28600 BELLA VISTA PARKWAY, WARRENVILLE, IL, 60555 - **Plan Type:** DB - **Plan Number:** 001 - **Total Participants:** 1,101 - **Total Assets:** $527.8M ## 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|1,101|$527.8M|$33.6M|$0| | 2023|1,078|$486.7M|$34.0M|$0| | 2022|1,074|$428.9M|$32.3M|$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| | J.P. MORGAN INVESTMENT MANAGEMENT I|Recordkeeper|$213,416|—|$213,416| | ABM JANITORIAL SERVICES|Other Service Provider|$169,463|—|$169,463| | THE SEGAL COMPANY (MIDWEST) INC.|Other Service Provider|$123,249|—|$123,249| | STATE STREET GLOBAL ADVISORS|Other Service Provider|$121,436|—|$121,436| | TERRY MUSTO|Other Service Provider|$120,944|—|$120,944| | BRIAN BENSON|Other Service Provider|$103,162|—|$103,162| | ASB CAPITAL MANAGEMENT|Other Service Provider|$98,508|—|$98,508| | NATIONAL INVESTMENT SERVICES|Other Service Provider|$92,210|—|$92,210| | FIDELITY INSTITUTIONAL ASSET MGMT|Other Service Provider|$79,352|—|$79,352| | MATTHEW BANKS|Other Service Provider|$75,329|—|$75,329| | BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$57,741|—|$57,741| | BMO HARRIS BANK|Other Service Provider|$54,965|—|$54,965| | MARQUETTE AND ASSOCIATES|Other Service Provider|$46,020|—|$46,020| | DIANA SABAL|Other Service Provider|$43,977|—|$43,977| | SARAH GARLINGER|Other Service Provider|$43,807|—|$43,807| | UNION LABOR LIFE INSURANCE COMPANY|Recordkeeper|$43,762|—|$43,762| | CHERYL MARTINEZ|Other Service Provider|$42,646|—|$42,646| | BLACKROCK INSTITUTIONAL TRUST CO|Other Service Provider|$36,396|—|$36,396| | ARNOLD & KADJAN|Other Service Provider|$32,806|—|$32,806| | CALIBRE CPA GROUP, PLLC|Auditor|$32,250|—|$32,250| | CANDICE DANEL|Other Service Provider|$25,273|—|$25,273| | LEGACY PROFSSIONALS LLP|Other Service Provider|$18,238|—|$18,238| | LASALLE CONSULTING PARTNERS|Other Service Provider|$15,718|—|$15,718| | RICHARD J. WOLF & CO.|Other Service Provider|$13,853|—|$13,853| | ERIC J. FERNANDEZ & CO|Auditor|$10,950|—|$10,950| | HUNT INSURANCE AGENCY, INC.|Other Service Provider|—|$9,502|$9,502| | GREENBERG TRAURIG, LLP|ERISA Attorney|$5,950|—|$5,950| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [J.P. MORGAN INVESTMENT MANAGEMENT I](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [UNION LABOR LIFE INSURANCE COMPANY](https://planprovider.pro/provider/the-vanguard-group-inc) — Recordkeeper - [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor - [ERIC J. FERNANDEZ & CO](https://planprovider.pro/provider/eric-j-fernandez-and-co) — Auditor - [GREENBERG TRAURIG, LLP](https://planprovider.pro/provider/greenberg-traurig) — ERISA Attorney ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $1,730,923 - **Estimated Expense Ratio:** 0.328% 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|$1,887,039|$731,100|—|$32,250|—| | 2023|$1,677,516|$693,649|—|$31,750|—| | 2022|$1,595,812|$700,953|—|—|$266,636| ## Similar Plans - [Board Of Trustees Of Line Construction Benefit Fund](https://planprovider.pro/companies/board-of-trustees-of-line-construction-benefit-fund-366066988-501) — 65,981 participants - [Board Of Trustees Of Eca Chicago And Local Union 134 Ibew Pension Plan](https://planprovider.pro/companies/board-of-trustees-of-eca-chicago-and-local-union-134-ibew-pension-plan-516030753-005) — 25,412 participants - [Ibew Local 176 Supplemental Unemployment Benefit Fund](https://planprovider.pro/companies/ibew-local-176-supplemental-unemployment-benefit-fund-363936888-501) — 8,400 participants - [Board Of Trustees Of Eit Insurance Fund For Electrical Contractors](https://planprovider.pro/companies/board-of-trustees-of-eit-insurance-fund-for-electrical-contractors-361033970-501) — 7,141 participants - [Board Of Trustees Of Eca Chicago And Local Union 134 Ibew Pension Plan](https://planprovider.pro/companies/board-of-trustees-of-eca-chicago-and-local-union-134-ibew-pension-plan-516030753-002) — 7,099 participants - [Neca-Ibew Pension Trust Fund](https://planprovider.pro/companies/neca-ibew-pension-trust-fund-516029903-001) — 6,690 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-701-pension-fund-366455509-001) © 2026 PlanProvider.Pro