Plan Snapshot
- Plan Sponsor: Board Of Trustees-Local 63 Defined Contribution Pension Fund
- Sponsor EIN: 363519910
- Sponsor Address: 625 ENTERPRISE DR, OAK BROOK, IL, 605238813
- Plan Type: DC
- Plan Number: 001
- Total Participants: 2,159
- Total Assets: $338.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,159 | $338.2M | $16.0M | $0 |
| 2023 | 2,127 | $319.8M | $18.1M | $0 |
| 2022 | 2,038 | $284.9M | $17.3M | $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 |
|---|---|---|---|---|
| BENEFITS MANAGEMENT GROUP INC. | Other Service Provider | $82,150 | — | $82,150 |
| GREGORIO, STEC, KLEIN & HOSE | Other Service Provider | $52,477 | — | $52,477 |
| FIDUCIENT ADVISORS | Other Service Provider | $47,100 | — | $47,100 |
| CALIBRE CPA GROUP, PLLC | Auditor | $43,980 | — | $43,980 |
| AMALGAMATED BANK OF CHICAGO | Other Service Provider | $9,538 | — | $9,538 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $235,245
- Estimated Expense Ratio: 0.070% 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 | $260,470 | $47,100 | $82,150 | $28,150 | — |
| 2023 | $246,392 | $47,100 | $72,700 | $28,150 | — |
| 2022 | $247,546 | $47,100 | $67,200 | — | $92,362 |