# Board Of Trustees-Local 701 Retirement Savings Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-701-retirement-savings-fund-plan

> Board Of Trustees-Local 701 Retirement Savings Fund's DC plan: 1,734 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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:** DC

- **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.|

| 2025|1,734|$418.6M|$0|$0|

| 2024|1,748|$386.9M|$0|$0|

| 2023|1,746|$341.2M|$0|$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|

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

### 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:** $16,800

- **Estimated Expense Ratio:** 0.004% 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|

| 2025|$253,250|$14,040|—|$16,800|—|

| 2024|$277,532|$14,040|—|$16,800|—|

| 2023|$252,120|$123,236|—|—|$43,573|

## Similar Plans

- [Board Of Trustees Of Ibew Neca Conduit 401k Plan](https://planprovider.pro/companies/board-of-trustees-of-ibew-neca-conduit-401k-plan-401k-plan) — 1,826 participants

- [Trustees Of The Neca-Ibew Local 176 Pension Trust Fund](https://planprovider.pro/companies/trustees-of-the-neca-ibew-local-176-pension-trust-fund-plan) — 2,166 participants

- [Neca Local 145 I.B.E.W Annuity And Profi](https://planprovider.pro/companies/neca-local-145-i-b-e-w-annuity-and-profi-plan) — 1,161 participants

- [Trustees Of Ibew Local 9 Ibew And Outside Contractors Dc Pension Fund](https://planprovider.pro/companies/trustees-of-ibew-local-9-ibew-and-outside-contractors-dc-pension-fund-plan) — 2,333 participants

- [Board Of Trustees, 701 Pension Fund](https://planprovider.pro/companies/board-of-trustees-701-pension-fund-plan) — 1,101 participants

- [Trustees Of Local Union No. 9, Ibew And Outside Contractors Pension Fu](https://planprovider.pro/companies/trustees-of-local-union-no-9-ibew-and-outside-contractors-pension-fu-plan) — 1,064 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-local-701-retirement-savings-fund-plan)

© 2026 PlanProvider.Pro