# Board Of Trustees Central Illinois Carpenters Retirement Savings Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-central-illinois-carpenters-retirement-savings-fund-371234126-001

> Board Of Trustees Central Illinois Carpenters Retirement Savings Fund's DC plan: 3,239 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/employee-fiduciary) — 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|

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