# Trustee Of Bakery Cracker Pie &amp; Yeast Wagon Drivers Lcl 734 Welfare Fd 401(k) Plan
Source: https://planprovider.pro/companies/trustee-of-bakery-cracker-pie-yeast-wagon-drivers-lcl-734-welfare-fd-362272414-501

> Trustee Of Bakery Cracker Pie &amp; Yeast Wagon Drivers Lcl 734 Welfare Fd&#39;s 401(k) plan: 972 participants, plan year 2025 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2025.

## 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|

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