# Board Of Trustees-Local 701 Retirement Savings Fund 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-701-retirement-savings-fund-366455509-002

> Board Of Trustees-Local 701 Retirement Savings Fund's 401(k) plan: 1,734 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees-Local 701 Retirement Savings Fund

- **Sponsor EIN:** 366455509

- **Sponsor Address:** 28600 BELLA VISTA PARKWAY, WARRENVILLE, IL, 60555

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 1,734

- **Total Assets:** $418.6M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,734|$418.6M|$16.6M|$534,303|

| 2023|1,748|$386.9M|$17.4M|$163,246|

| 2022|1,746|$341.2M|$16.3M|$91,764|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|Other Service Provider|$120,058|—|$120,058|

| CALIBRE CPA GROUP PLLC|Auditor|$16,800|—|$16,800|

| MARQUETTE ASSOCIATES, INC.|Other Service Provider|$14,040|—|$14,040|

| HUNT INSURANCE AGENCY, INC|Other Service Provider|—|$7,595|$7,595|

| ARNOLD & KADJAN|Other Service Provider|$6,313|—|$6,313|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/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:** $164,806

- **Estimated Expense Ratio:** 0.039% 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|$253,250|$14,040|—|$16,800|—|

| 2023|$277,532|$14,040|—|$16,800|—|

| 2022|$252,120|$123,236|—|—|$43,573|

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