Plan Snapshot
- Plan Sponsor: Glaziers Union Local No. 27 Pension & Retirement Plan Trustees
- Sponsor EIN: 366034076
- Sponsor Address: 4225 LAWNDALE, LYONS, IL, 60534
- Plan Type: DB
- Total Participants: 398
- Total Assets: $196.0M
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 | 398 | $196.0M | $0 | $0 |
| 2024 | 406 | $182.5M | $0 | $0 |
| 2023 | 416 | $159.5M | $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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | $31,500 | — | $31,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,500
- Estimated Expense Ratio: 0.016% 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 | $952,855 | $619,991 | $65,683 | $31,500 | — |
| 2024 | $1,196,545 | $827,832 | $62,027 | $31,000 | — |
| 2023 | $1,173,592 | $761,478 | $64,899 | — | $277,074 |