Plan Snapshot
- Plan Sponsor: Rockford Area Dairy Industry Local 754 Ib Of T Retirement Pension Plan
- Sponsor EIN: 366067654
- Sponsor Address: 188 INDUSTRIAL DR., SUITE 128, ELMHURST, IL, 60126
- Plan Type: DB
- Total Participants: 216
- Total Assets: $53.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 216 | $53.9M | $1.9M | $0 |
| 2023 | 200 | $50.1M | $2.0M | $0 |
| 2022 | 202 | $46.8M | $1.6M | $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 |
|---|---|---|---|---|
| MARCO CONSULTING GROUP | Other Service Provider | $50,000 | — | $50,000 |
| DOWD, BLOCH, BENNETT, CERVONE, AUER | Other Service Provider | $49,141 | — | $49,141 |
| CLIFTONLARSONALLEN LLP | Auditor | $45,329 | — | $45,329 |
| CHEIRON, INC. | Other Service Provider | $42,568 | — | $42,568 |
| LSV ASSET MANAGEMENT | Other Service Provider | $27,225 | — | $27,225 |
| AMALGAMATED BANK | Other Service Provider | $13,222 | — | $13,222 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $227,485
- Estimated Expense Ratio: 0.422% 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 | $393,440 | $27,225 | $13,221 | $45,329 | — |
| 2023 | $451,316 | $31,449 | $12,012 | $36,309 | — |
| 2022 | $340,901 | $18,443 | $41,766 | — | $164,632 |