# Board Of Trustees Studio Mechanics Local 476 Iatse Retiremen DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-studio-mechanics-local-476-iatse-retiremen-plan

> Board Of Trustees Studio Mechanics Local 476 Iatse Retiremen's DB plan: 1,216 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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