Plan Snapshot
- Plan Sponsor: Teamsters Local Union No. 727 Legal & Educational Asstce Fund
- Sponsor EIN: 363429967
- Sponsor Address: 1300 W. HIGGINS ROAD, SUITE 303, PARK RIDGE, IL, 60068
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 3,688
- Total Assets: $7.4M
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 | 3,688 | $7.4M | $6.9M | $0 |
| 2023 | 3,136 | $6.2M | $7.1M | $0 |
| 2022 | 3,193 | $4.4M | $6.3M | $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 |
|---|---|---|---|---|
| B. AFFETTO | Other Service Provider | $77,625 | — | $77,625 |
| M. PRYOR | Other Service Provider | $61,926 | — | $61,926 |
| G. SHAMOON | Other Service Provider | $58,729 | — | $58,729 |
| B. RODRIGUEZ | Other Service Provider | $53,282 | — | $53,282 |
| R. LAINO | Other Service Provider | $49,431 | — | $49,431 |
| V. NAPLES | Other Service Provider | $46,817 | — | $46,817 |
| J. MARTINEZ | Other Service Provider | $45,223 | — | $45,223 |
| R. CLANCY | Other Service Provider | $41,305 | — | $41,305 |
| B. MARTINEZ | Other Service Provider | $41,221 | — | $41,221 |
| C. LAINO | Other Service Provider | $40,473 | — | $40,473 |
| S. JOHNSON | Other Service Provider | $37,096 | — | $37,096 |
| C. TOMINBERG | Custodian / Trustee | $34,167 | — | $34,167 |
| G. YOUMANS | Custodian / Trustee | $33,511 | — | $33,511 |
| C. JACOBAZZI | Other Service Provider | $26,445 | — | $26,445 |
| WILLIG, WILLIAMS & DAVIDSON | ERISA Attorney | $20,339 | — | $20,339 |
| LEGACY PROFESSIONALS LLP | Auditor | $15,350 | — | $15,350 |
| CTM LEGAL | Custodian / Trustee | $13,708 | — | $13,708 |
| VIVEKA HEALTH | Other Service Provider | $12,198 | — | $12,198 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIG, WILLIAMS & DAVIDSON — ERISA Attorney
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $708,846
- Estimated Expense Ratio: 9.590% 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 | $873,826 | $7,047 | — | $15,350 | — |
| 2023 | $909,463 | $6,878 | — | $13,500 | — |
| 2022 | $779,069 | $4,000 | — | — | $122,233 |