# Trustee Of Excv & Pvrs Local 731 Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/trustee-of-excv-pvrs-local-731-pension-trust-fund-plan

> Trustee Of Excv & Pvrs Local 731 Pension Trust Fund's DB plan: 362 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustee Of Excv & Pvrs Local 731 Pension Trust Fund

- **Sponsor EIN:** 366513565

- **Sponsor Address:** 1000 BURR RIDGE PARKWAY, BURR RIDGE, IL, 60527

- **Plan Type:** DB

- **Total Participants:** 362

- **Total Assets:** $207.1M

## 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|362|$207.1M|$10.5M|$0|

| 2023|399|$191.1M|$10.6M|$0|

| 2022|414|$174.7M|$10.7M|$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|

| CHEIRON|NONE|$199,396|—|$199,396|

| DOWD, BLOCH & BENNETT|NONE|$131,339|—|$131,339|

| VICTORY CAPITAL MANAGEMENT|NONE|$89,628|—|$89,628|

| INVESTMENT CONSULTING SERVICES LLC|NONE|$78,700|—|$78,700|

| CASTLEARK MANAGEMENT LLC|NONE|$75,147|—|$75,147|

| SAMANTHA POSLUSZNY|EMPLOYEE|$47,532|—|$47,532|

| THE COMMERCE TRUST COMPANY|NONE|$43,415|—|$43,415|

| NATIONAL INVESTMENT SERVICES OF AME|NONE|$38,532|—|$38,532|

| JOHNSON INSTITUTIONAL MANAGEMENT|NONE|$34,478|—|$34,478|

| CALIBRE CPA GROUP PLLC|NONE|$31,200|—|$31,200|

| BRIDGEWAY BENEFIT TECHNOLOGIES|NONE|$26,190|—|$26,190|

| AMALGAMATED BANK OF CHICAGO|NONE|$24,101|—|$24,101|

| BAUM SIGMAN AUERBACH NEUMAN, LTD|NONE|$19,969|—|$19,969|

| MAC NELL ACCOUNTING|NONE|$14,041|—|$14,041|

| LASALLE CONSULTING PARTNERS INC|NONE|$10,183|—|$10,183|

| BOND BROTHERS & COMPANY|NONE|$8,602|—|$8,602|

| OLD NATIONAL BANK|NONE|$7,988|—|$7,988|

### Verified Provider Profiles

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

- [VICTORY CAPITAL MANAGEMENT](https://planprovider.pro/provider/victory-capital-management-inc) — NONE

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $880,441

- **Estimated Expense Ratio:** 0.425% 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|$1,210,723|$363,850|—|$31,200|—|

| 2023|$1,017,639|$373,255|—|$29,700|—|

| 2022|$1,026,591|$474,698|—|—|$166,949|

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