# Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-iuoe-local-399-deferred-compensation-savings-plan-401k-plan

> Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan's 401(k) plan: 7,078 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## 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|NONE|$243,355|—|$243,355|

| JOHN HANCOCK RETIREMENT PLAN SERVIC|NONE|$202,884|—|$202,884|

| STRATEGIC CAPITAL INVESTMENT ADV|NONE|$68,750|—|$68,750|

| LEGACY PROFESSIONALS LLP|NONE|$25,500|—|$25,500|

| HUNT INSURANCE|NONE|$22,752|—|$22,752|

| AMERICAN GRAPHICS PRINTING|NONE|$12,289|—|$12,289|

| JOHNSON AND KROL LLC|NONE|$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](https://planprovider.pro/provider/john-hancock) — NONE

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — NONE

## 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-iuoe-local-399-deferred-compensation-savings-plan-401k-plan)

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