Plan Snapshot
- Plan Sponsor: Trustee Of Bakery Cracker Pie & Yeast Wagon Drivers Lcl 734 Welfare Fd
- Sponsor EIN: 362272414
- Sponsor Address: 6643 N NORTHWEST HWY, CHICAGO, IL, 606311300
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 972
- Total Assets: $14.4M
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. |
|---|---|---|---|---|
| 2025 | 972 | $14.4M | $0 | $0 |
| 2024 | 982 | $13.8M | $14.7M | $995,750 |
| 2023 | 927 | $14.9M | $13.7M | $646,372 |
| 2022 | 892 | $15.4M | $8.3M | $421,339 |
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 |
|---|---|---|---|---|
| A&A DRUG CO. DBA SAV-RX | Other Service Provider | $1,506,760 | — | $1,506,760 |
| BLUE CROSS BLUE SHIELD | Other Service Provider | $387,415 | $2,076 | $389,491 |
| WESTWIND CONCEPTS | Other Service Provider | $125,115 | — | $125,115 |
| MACNELL ACCOUNTING & CONSULTING | Other Service Provider | $80,000 | — | $80,000 |
| ASB CAPITAL MANAGEMENT LLC | Other Service Provider | $74,425 | — | $74,425 |
| OFELIA CPRREA | Other Service Provider | $69,331 | — | $69,331 |
| CJBS, LLC | Other Service Provider | $62,745 | — | $62,745 |
| FOSTER & FOSTER | Other Service Provider | $52,430 | — | $52,430 |
| MCGANN KETTERMAN & RIOUX, LTD | Other Service Provider | $50,004 | — | $50,004 |
| ASTRACOM SOLUTIONS INC | Other Service Provider | $46,000 | — | $46,000 |
| INETECO D.B.A. VALENZ CARE | Other Service Provider | $40,057 | — | $40,057 |
| THOMAS BOEHM | Other Service Provider | $37,659 | — | $37,659 |
| MARILYN GOMEZ | Other Service Provider | $36,175 | — | $36,175 |
| ADAM KWIECIEN | Other Service Provider | $34,367 | — | $34,367 |
| MARIBEL GOMEZ | Other Service Provider | $30,951 | — | $30,951 |
| HINES & ASSOCIATES, INC. | Other Service Provider | $26,819 | — | $26,819 |
| UNITED SYSTEMS SOFTWARE INC | Other Service Provider | $26,048 | — | $26,048 |
| LANNER MUCHIN LTD. | Other Service Provider | $20,854 | — | $20,854 |
| IMAGING OFFICE SYSTEMS, INC. | Other Service Provider | $15,011 | — | $15,011 |
| DENTAL NETWORK OF AMERICA, LLC | Other Service Provider | $6,411 | — | $6,411 |
| INFORMATION SYSTEMS ENGINEERING | Other Service Provider | $6,212 | — | $6,212 |
| MITTERA CHICAGO | Other Service Provider | $5,229 | — | $5,229 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,742,094
- Estimated Expense Ratio: 18.999% 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 | $16,623,158 | $62,051 | — | $81,250 | — |
| 2024 | $1,134,038 | $61,585 | — | $75,000 | — |
| 2023 | $1,146,073 | $58,420 | — | $106,250 | — |
| 2022 | $772,700 | $38,988 | — | — | $192,788 |