# Board Of Trustees Of Local 786 I.B. Of T. Severance Trust Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-local-786-i-b-of-t-severance-trust-fund-plan

> Board Of Trustees Of Local 786 I.B. Of T. Severance Trust Fund's DC plan: 1,164 participants, plan year 2025 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Local 786 I.B. Of T. Severance Trust Fund

- **Sponsor EIN:** 363319994

- **Sponsor Address:** 300 S ASHLAND AVE, CHICAGO, IL, 606072701

- **Plan Type:** DC

- **Total Participants:** 1,164

- **Total Assets:** $41.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2025|1,164|$41.0M|$0|$0|

| 2024|1,155|$34.1M|$0|$0|

| 2023|1,374|$26.1M|$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|

| LEGACY PROFESSIONALS LLP|Auditor|$24,500|—|$24,500|

### Verified Provider Profiles

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

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $24,500

- **Estimated Expense Ratio:** 0.060% 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|$598,318|$96,634|—|$24,500|—|

| 2024|$546,683|$80,584|—|$24,500|—|

| 2023|$381,156|$43,928|—|—|$43,710|

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