Plan Snapshot
- Plan Sponsor: Board Of Trustees Central Illinois Carpenters Retirement Savings Fund
- Sponsor EIN: 371234126
- Sponsor Address: 200 S MADIGAN DRIVE, LINCOLN, IL, 626569601
- Plan Type: DC
- Plan Number: 001
- Total Participants: 3,239
- Total Assets: $254.6M
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 | 3,239 | $254.6M | $18.8M | $0 |
| 2023 | 3,272 | $230.5M | $18.3M | $0 |
| 2022 | 2,998 | $201.3M | $16.1M | $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 |
|---|---|---|---|---|
| CICH & WTF | Recordkeeper | $139,197 | — | $139,197 |
| MARQUETTE ASSOCIATES | Other Service Provider | $90,000 | — | $90,000 |
| GARCIA HAMILTON & ASSOCIATES, LP | Other Service Provider | $49,155 | — | $49,155 |
| REGIONS BANK | Other Service Provider | $26,455 | — | $26,455 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $19,518 | — | $19,518 |
| CAVANAGH & O'HARA LLP | Other Service Provider | $18,810 | — | $18,810 |
| PARAMETRIC PORTFOLIO ASSOCIATES, LL | Other Service Provider | $16,298 | — | $16,298 |
| ROMOLO & ASSOCIATES, LLC | Other Service Provider | $16,000 | — | $16,000 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $15,217 | — | $15,217 |
| NEUBERGER BERMAN INVESTMENT ADVISER | Other Service Provider | — | $15,126 | $15,126 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | — | $5,055 | $5,055 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CICH & WTF — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $410,831
- Estimated Expense Ratio: 0.161% 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 | $590,615 | $334,217 | $139,197 | $16,000 | — |
| 2023 | $509,134 | $214,987 | $168,323 | $16,000 | — |
| 2022 | $533,928 | $277,037 | $139,963 | — | $47,883 |