Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Of The Illinois Operative Plasterers & Cement
- Sponsor EIN: 371358640
- Sponsor Address: OPCMIA LOCAL #18, PEORIA, IL, 61603
- Plan Type: DC
- Total Participants: 1,416
- Total Assets: $35.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,416 | $35.9M | $4.0M | $0 |
| 2023 | 1,251 | $31.6M | $3.5M | $0 |
| 2022 | 1,147 | $27.4M | $2.9M | $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 |
|---|---|---|---|---|
| DAVID VAUGHN INVESTMENTS | NONE | $47,569 | — | $47,569 |
| KERBER, ECK & BRAECKEL LLP | NONE | $41,706 | — | $41,706 |
| QUORUM CONSULTING GROUP | NONE | $29,816 | — | $29,816 |
| CAVANAGH & OHARA | NONE | $15,789 | — | $15,789 |
| CHARLES SCHWAB BANK | NONE | $14,125 | — | $14,125 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVID VAUGHN INVESTMENTS — NONE
- KERBER, ECK & BRAECKEL LLP — NONE
- CHARLES SCHWAB BANK — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $149,005
- Estimated Expense Ratio: 0.416% 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 | $158,213 | $63,917 | $29,816 | $41,706 | — |
| 2023 | $155,664 | $56,089 | $25,037 | $43,032 | — |
| 2022 | $126,189 | $54,127 | $18,315 | — | $47,903 |