Plan Snapshot
- Plan Sponsor: Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan
- Sponsor EIN: 364026691
- Sponsor Address: 2260 SOUTH GROVE STREET, CHICAGO, IL, 60616
- Plan Type: 401(k)
- Total Participants: 7,078
- Total Assets: $345.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 7,078 | $345.8M | $178,944 | $17.7M |
| 2023 | 4,790 | $306.4M | $261,656 | $17.5M |
| 2022 | 7,215 | $261.9M | $201,413 | $16.4M |
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 |
|---|---|---|---|---|
| BENESYS, INC | Other Service Provider | $243,355 | — | $243,355 |
| JOHN HANCOCK RETIREMENT PLAN SERVIC | Recordkeeper | $202,884 | — | $202,884 |
| STRATEGIC CAPITAL INVESTMENT ADV | Other Service Provider | $68,750 | — | $68,750 |
| LEGACY PROFESSIONALS LLP | Auditor | $25,500 | — | $25,500 |
| HUNT INSURANCE | Other Service Provider | $22,752 | — | $22,752 |
| AMERICAN GRAPHICS PRINTING | Other Service Provider | $12,289 | — | $12,289 |
| JOHNSON AND KROL LLC | Other Service Provider | $10,252 | — | $10,252 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SERVIC — Recordkeeper
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $585,782
- Estimated Expense Ratio: 0.169% 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 | $591,056 | $68,750 | $240,244 | $25,500 | — |
| 2023 | $774,115 | $27,500 | $190,496 | $25,500 | — |
| 2022 | $271,499 | — | $154,074 | — | $42,927 |