# Joint Board Of Trustees Of Construction Industry Of Rockford, Illinoi DC Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-of-construction-industry-of-rockford-plan

> Joint Board Of Trustees Of Construction Industry Of Rockford, Illinoi's DC plan: 10,825 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees Of Construction Industry Of Rockford, Illinoi

- **Sponsor EIN:** 366131610

- **Sponsor Address:** 6525 CENTURION DRIVE, LANSING, MI, 489179275

- **Plan Type:** DC

- **Total Participants:** 10,825

- **Total Assets:** $564.1M

## 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.|

| 2024|10,825|$564.1M|$0|$0|

| 2023|10,685|$474.8M|$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|

| CALIBRE CPA GROUP, PLLC|Auditor|$33,144|—|$33,144|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $33,144

- **Estimated Expense Ratio:** 0.006% 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|$1,178,773|$559,413|$231,982|$33,144|—|

| 2023|$1,044,717|$516,828|$198,362|—|$268,717|

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