Plan Snapshot
- Plan Sponsor: Board Of Trustees Studio Mechanics Local 476 Iatse Retiremen
- Sponsor EIN: 366552588
- Sponsor Address: 6309 NORTH NORTHWEST HIGHWAY, CHICAGO, IL, 60631
- Plan Type: DB
- Total Participants: 1,216
- Total Assets: $102.6M
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 | 1,216 | $102.6M | $8.0M | $0 |
| 2023 | 1,110 | $86.9M | $3.9M | $0 |
| 2022 | 1,404 | $75.5M | $8.0M | $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 | EMP ORGANIZATI ON/UNION | $70,363 | — | $70,363 |
| NATIONAL INVESTMENT SERVICES | INVESTMENT SERVICES | $51,176 | — | $51,176 |
| TED WINDSOR & ASSOCIATES | ACTUARY | $48,650 | — | $48,650 |
| WAMPLER & ASSOCIATES, LLC | ACCOUNTANT | $45,777 | — | $45,777 |
| COMERICA BANK | CUSTODIAN | $36,957 | — | $36,957 |
| STRATEGIC CAPITAL INVESTMENT ADVISO | INVESTMENT ADVISOR | $29,000 | — | $29,000 |
| NEW TOWER TRUST COMPANY | INVESTMENT HOLDINGS | $27,263 | — | $27,263 |
| FGMK, LLC | AUDITOR | $21,458 | — | $21,458 |
| JACOB BURNS ORLOVE & HERNANDEZ | LEGAL | $6,061 | — | $6,061 |
| ALLIANT INSURANCE SERVICES, INC | INSURANCE PROVIDER | $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: $342,246
- Estimated Expense Ratio: 0.334% 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 | $438,024 | $143,687 | $70,363 | $21,458 | — |
| 2023 | $402,005 | $108,044 | $63,333 | $21,081 | — |
| 2022 | $386,184 | $133,027 | — | — | $109,108 |