Plan Snapshot
- Plan Sponsor: Board Of Trustees Operating Engineers Local 649 Annuity Trust Fund
- Sponsor EIN: 371291915
- Sponsor Address: 6408 W PLANK ROAD, PEORIA, IL, 616045237
- Plan Type: DC
- Total Participants: 1,214
- Total Assets: $123.1M
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 | 1,214 | $123.1M | $0 | $0 |
| 2024 | 1,225 | $113.5M | $0 | $0 |
| 2023 | 1,214 | $103.6M | $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 |
|---|---|---|---|---|
| ROMOLO & ASSOCIATES, LLC | Auditor | $12,500 | — | $12,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,500
- Estimated Expense Ratio: 0.010% 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 | $420,716 | $302,301 | — | $12,500 | — |
| 2024 | $408,372 | $299,612 | — | $12,500 | — |
| 2023 | $360,506 | $261,253 | — | — | $55,085 |