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
- 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. |
|---|---|---|---|---|
| 2025 | 931 | $46.2M | $0 | $0 |
| 2024 | 771 | $39.0M | $0 | $0 |
| 2023 | 853 | $31.8M | $0 | $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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | Auditor | $15,200 | — | $15,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $15,200
- Estimated Expense Ratio: 0.033% 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 |
|---|---|---|---|---|---|
| 2025 | $97,712 | $25,000 | $10,000 | $15,200 | — |
| 2024 | $92,610 | $25,000 | $10,000 | $15,200 | — |
| 2023 | $103,207 | $57,991 | $10,000 | — | $21,518 |