# Trstees Mach Mvrs,Riggers&Mach Erec Local 136 Def. Cont. Retire. Fund DC Plan
Source: https://planprovider.pro/companies/trstees-mach-mvrs-riggers-mach-erec-local-136-def-cont-retire-fund-363637616-005

> Trstees Mach Mvrs,Riggers&Mach Erec Local 136 Def. Cont. Retire. Fund's DC plan: 931 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trstees Mach Mvrs,Riggers&Mach Erec Local 136 Def. Cont. Retire. Fund

- **Sponsor EIN:** 363637616

- **Sponsor Address:** 625 ENTERPRISE DR, OAK BROOK, IL, 605238813

- **Plan Type:** DC

- **Plan Number:** 005

- **Total Participants:** 931

- **Total Assets:** $46.2M

## 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|931|$46.2M|$4.2M|$0|

| 2023|771|$39.0M|$3.1M|$0|

| 2022|853|$31.8M|$3.4M|$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|

| JOHN HANCOCK RETIREMENT PLAN SERVIC|Recordkeeper|$29,738|—|$29,738|

| FIDUCIENT ADVISORS, LLC|Other Service Provider|$25,000|—|$25,000|

| CALIBRE CPA GROUP, PLLC|Auditor|$15,200|—|$15,200|

| BENEFITS MANAGEMENT GROUP, INC.|Other Service Provider|$10,000|—|$10,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK RETIREMENT PLAN SERVIC](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $79,938

- **Estimated Expense Ratio:** 0.173% 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|$97,712|$25,000|$10,000|$15,200|—|

| 2023|$92,610|$25,000|$10,000|$15,200|—|

| 2022|$103,207|$57,991|$10,000|—|$21,518|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trstees-mach-mvrs-riggers-mach-erec-local-136-def-cont-retire-fund-363637616-005)

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