# Teamsters Local Union No. 727 Legal & Educational Asstce Fund 401(k) Plan
Source: https://planprovider.pro/companies/teamsters-local-union-no-727-legal-educational-asstce-fund-363429967-501

> Teamsters Local Union No. 727 Legal & Educational Asstce Fund's 401(k) plan: 3,688 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/willig-williams-and-davidson) — ERISA Attorney

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/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|

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