Plan Snapshot
- Plan Sponsor: Trustees Chicago Painters And Decorators Retiree Welfare Fund
- Sponsor EIN: 901034518
- Sponsor Address: 8205 S. CASS AVENUE, SUITE 102, DARIEN, IL, 60561
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 988
- Total Assets: $173.1M
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 | 988 | $173.1M | $6.7M | $0 |
| 2023 | 954 | $160.3M | $7.0M | $0 |
| 2022 | 919 | $146.5M | $7.0M | $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 |
|---|---|---|---|---|
| ULLICO INVESTMENT ADVISORS, INC. | Other Service Provider | $66,180 | — | $66,180 |
| ASB CAPITAL MGMT, LLC | Other Service Provider | $56,545 | — | $56,545 |
| NATALIE GIERMAN | Other Service Provider | $52,411 | — | $52,411 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $42,930 | — | $42,930 |
| ANA BEDOLLA | Other Service Provider | $37,696 | — | $37,696 |
| FREDERICK PENDLEBURY | Other Service Provider | $36,097 | — | $36,097 |
| WEX HEALTH INC. | ERISA Attorney | $36,085 | — | $36,085 |
| MARTHA TINOCO | Other Service Provider | $35,368 | — | $35,368 |
| LEGACY PROFESSIONALS, LLP | Auditor | $32,850 | — | $32,850 |
| NORTHERN TRUST COMPANY | Other Service Provider | $26,530 | — | $26,530 |
| MARQUETTE AND ASSOCIATES | Other Service Provider | $20,000 | — | $20,000 |
| MIDWEST INSTITUTIONAL TRUST COMPANY | Other Service Provider | $13,507 | — | $13,507 |
| ZELIS PAYMENT HOLDINGS | Other Service Provider | $13,421 | — | $13,421 |
| LANER MUCHIN | Other Service Provider | $11,703 | — | $11,703 |
| ARNOLD & KADJAN | Other Service Provider | $9,595 | — | $9,595 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $7,865 | — | $7,865 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEX HEALTH INC. — ERISA Attorney
- LEGACY PROFESSIONALS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $498,783
- Estimated Expense Ratio: 0.288% 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 | $795,467 | $320,382 | $40,126 | $32,850 | — |
| 2023 | $697,483 | $361,679 | $74,500 | $21,500 | — |
| 2022 | $457,462 | $342,019 | $42,081 | — | $23,989 |