# Studio Mechanics Local 476 Health And Welfare Fund 401(k) Plan
Source: https://planprovider.pro/companies/studio-mechanics-local-476-health-and-welfare-fund-366602783-501

> Studio Mechanics Local 476 Health And Welfare Fund's 401(k) plan: 727 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Studio Mechanics Local 476 Health And Welfare Fund

- **Sponsor EIN:** 366602783

- **Sponsor Address:** 6309 NORTH NORTHWEST HIGHWAY, CHICAGO, IL, 60631

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 727

- **Total Assets:** $14.0M

## 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.|

| 2024|727|$14.0M|$17.8M|$1.8M|

| 2023|617|$7.9M|$7.8M|$2.6M|

| 2022|1,086|$8.9M|$14.6M|$1.1M|

## 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|

| GROUP ADMINISTRATORS, LTD|Other Service Provider|$188,828|—|$188,828|

| STUDIO MECHANICS LOCAL 476|Other Service Provider|$138,329|—|$138,329|

| THE HORTON GROUP|Insurance Carrier|$60,000|—|$60,000|

| WAMPLER & ASSOCIATES, LLC|Other Service Provider|$54,014|—|$54,014|

| JACOB BURNS, ORLOVE & HERNANDEZ|Other Service Provider|$47,642|—|$47,642|

| BUCK GLOBAL, LLC|Auditor|$47,500|—|$47,500|

| COMERICA BANK|Custodian / Trustee|$20,975|—|$20,975|

| FGMK, LLC|Auditor|$20,175|—|$20,175|

| BMI AUDIT SERVICES|Auditor|$19,000|—|$19,000|

| TED WINDSOR & ASSOCIATES|Actuary|$11,875|—|$11,875|

| STRATEGIC CAPITAL INVESTMENT ADVISO|Investment Advisor|$8,300|—|$8,300|

| INTERACTIVE HEALTH BENEFITS|Other Service Provider|$5,746|—|$5,746|

| ALLIANT INSURANCE SERVICES, INC|Insurance Carrier|$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:** $627,925

- **Estimated Expense Ratio:** 4.476% 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|$760,804|$8,300|$473,236|$20,175|—|

| 2023|$977,203|$11,624|$685,499|$17,679|—|

| 2022|$861,328|$17,642|$509,635|—|$157,133|

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