Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Structural Iw Local #1 Annuity Plan
- Sponsor EIN: 366551011
- Sponsor Address: 7700 INDUSTRIAL DRIVE, FOREST PARK, IL, 60130
- Plan Type: DC
- Total Participants: 3,388
- Total Assets: $443.9M
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 | 3,388 | $443.9M | $25.4M | $0 |
| 2023 | 3,530 | $416.2M | $26.7M | $0 |
| 2022 | 3,083 | $393.4M | $27.7M | $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 |
|---|---|---|---|---|
| EMPOWER | NONE | $106,411 | — | $106,411 |
| JOHNSON AND KROL LLC | NONE | $75,609 | — | $75,609 |
| JOHN GARDINER | EMPLOYEE | $71,719 | — | $71,719 |
| LEGACY PROFESSIONALS LLP | NONE | $45,099 | — | $45,099 |
| KINGA PILCH | EMPLOYEE | $36,733 | — | $36,733 |
| STRATEGIC CAPITAL | NONE | $33,250 | — | $33,250 |
| SEGAL SELECT | NONE | — | $8,187 | $8,187 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPOWER — NONE
- JOHN GARDINER — EMPLOYEE
- LEGACY PROFESSIONALS LLP — NONE
- KINGA PILCH — EMPLOYEE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $377,008
- Estimated Expense Ratio: 0.085% 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 | $518,751 | $33,250 | $106,411 | $28,000 | — |
| 2023 | $499,573 | $33,701 | $116,749 | $26,000 | — |
| 2022 | $446,430 | $31,750 | $90,492 | — | $98,164 |