Plan Snapshot
- Plan Sponsor: Board Of Trustees Studio Mechanics Local 476 Annuity Fund
- Sponsor EIN: 363828094
- Sponsor Address: 6309 NORTH NORTHWEST HIGHWAY, CHICAGO, IL, 606311669
- Plan Type: DC
- Total Participants: 1,445
- Total Assets: $41.2M
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. |
|---|---|---|---|---|
| 2024 | 1,445 | $41.2M | $811,225 | $0 |
| 2023 | 1,330 | $38.0M | $1.5M | $0 |
| 2022 | 1,732 | $35.8M | $3.8M | $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 |
|---|---|---|---|---|
| STUDIO MECHANICS LOCAL 476 | Other Service Provider | $56,929 | — | $56,929 |
| WAMPLER & ASSOCIATES, LLC | Other Service Provider | $47,290 | — | $47,290 |
| NATIONAL INVESTMENT SERVICES | Other Service Provider | $31,258 | — | $31,258 |
| CUNI RUST & STRENK, INC. | Recordkeeper | $16,775 | — | $16,775 |
| COMERICA BANK | Custodian / Trustee | $14,088 | — | $14,088 |
| WASHINGTON CAPITAL | Other Service Provider | $13,872 | — | $13,872 |
| FGMK, LLC | Auditor | $12,665 | — | $12,665 |
| STRATEGIC CAPITAL INVESTMENT | Investment Advisor | $12,400 | — | $12,400 |
| JACOBS BURNS ORLOVE & HERNANDEZ | ERISA Attorney | $7,942 | — | $7,942 |
| ALLIANT INSURANCE SERVICES, INC. | Insurance Carrier | $5,541 | — | $5,541 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FGMK, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $218,760
- Estimated Expense Ratio: 0.532% 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 | $241,599 | $79,359 | $56,929 | $12,665 | — |
| 2023 | $238,440 | $61,417 | $50,796 | $11,929 | — |
| 2022 | $201,854 | $61,023 | — | — | $77,631 |