# Board Of Trustees, 701 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-701-pension-fund-plan

> Board Of Trustees, 701 Pension Fund's DB plan: 1,101 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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

- **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.|

| 2025|1,101|$527.8M|$0|$0|

| 2024|1,078|$486.7M|$0|$0|

| 2023|1,074|$428.9M|$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|

| CALIBRE CPA GROUP, PLLC|Auditor|$32,250|—|$32,250|

### Verified Provider Profiles

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

- [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:** $32,250

- **Estimated Expense Ratio:** 0.006% 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|

| 2025|$1,887,039|$731,100|—|$32,250|—|

| 2024|$1,677,516|$693,649|—|$31,750|—|

| 2023|$1,595,812|$700,953|—|—|$266,636|

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