# Trustees Chicago Painters And Decorators Welfare Fund 401(k) Plan Source: https://planprovider.pro/companies/trustees-chicago-painters-and-decorators-welfare-fund-510245220-501 > Trustees Chicago Painters And Decorators Welfare Fund's 401(k) plan: 2,427 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Trustees Chicago Painters And Decorators Welfare Fund - **Sponsor EIN:** 510245220 - **Sponsor Address:** 8205 S. CASS AVENUE, SUITE 102, DARIEN, IL, 60561 - **Plan Type:** 401(k) - **Plan Number:** 501 - **Total Participants:** 2,427 - **Total Assets:** $83.4M ## 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.| | 2024|2,427|$83.4M|$52.1M|$4.1M| | 2023|2,583|$74.3M|$51.7M|$4.2M| | 2022|2,538|$68.6M|$49.3M|$3.5M| ## 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| | BLUECROSS BLUESHEILD OF IL|Other Service Provider|$1,196,924|—|$1,196,924| | ARNOLD AND KADJAN|Other Service Provider|$650,425|—|$650,425| | VALENZ CARE|Other Service Provider|$489,756|—|$489,756| | ZENITH AMERICAN SOLUTIONS, INC.|Other Service Provider|$266,110|$26,214|$292,324| | PATRICIA SAENZ|Other Service Provider|$196,937|—|$196,937| | FOSTER AND FOSTER|Other Service Provider|$139,792|—|$139,792| | CHRISSY GUNDER|Other Service Provider|$135,587|—|$135,587| | JOANNE SAENZ|Other Service Provider|$133,467|—|$133,467| | LANER MUCHIN, LTD.|Other Service Provider|$128,981|—|$128,981| | VISION SERVICE PLAN|Other Service Provider|$120,664|—|$120,664| | NATIONAL INVESTMENT SERVICES|Other Service Provider|$117,962|—|$117,962| | DIANE KANYUH|Other Service Provider|$99,070|—|$99,070| | RICHARD J. WOLF & COMPANY|Other Service Provider|$80,082|—|$80,082| | BOND BROTHERS AND COMPANY|Other Service Provider|$70,784|—|$70,784| | ANA BEDOLLA|Other Service Provider|$69,109|—|$69,109| | FREDERICK PENDLEBURY|Other Service Provider|$66,178|—|$66,178| | ASHLEY HEGARTY|Other Service Provider|$65,459|—|$65,459| | MARTHA TINOCO|Other Service Provider|$64,841|—|$64,841| | BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$61,119|—|$61,119| | DELTA DENTAL PLAN OF ILLINOIS|Other Service Provider|$59,196|—|$59,196| | ANGELA GUNDER|Other Service Provider|$58,213|—|$58,213| | CINDY PERNA|Other Service Provider|$56,278|—|$56,278| | KAREN VALENTINE|Other Service Provider|$55,659|—|$55,659| | LEGACY PROFESSIONALS, LLP|Auditor|$55,450|—|$55,450| | NATALIE GIERMAN|Other Service Provider|$52,411|—|$52,411| | JILL HEGARTY|Other Service Provider|$41,911|—|$41,911| | MEDEXPERT INTERNATIONAL, INC.|Other Service Provider|$39,485|—|$39,485| | JUSTINE JOHNSON|Other Service Provider|$37,040|—|$37,040| | PARAMETRIC PORTFOLIO ASSOCIATES|Other Service Provider|$23,072|—|$23,072| | MARQUETTE ASSOCIATES|Other Service Provider|$20,000|—|$20,000| | ZELIS PAYMENT HOLDINGS|Other Service Provider|$17,591|—|$17,591| | BMO HARRIS BANK, N.A.|Other Service Provider|$16,781|—|$16,781| | KEN KAZAITIS|Custodian / Trustee|$7,703|—|$7,703| | TODD OVERDORF|Custodian / Trustee|$6,496|—|$6,496| | MIDWEST INSTITUTIONAL TRUST COMPANY|Other Service Provider|$5,052|—|$5,052| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [LEGACY PROFESSIONALS, LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $4,731,799 - **Estimated Expense Ratio:** 5.671% 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|$3,195,537|$166,086|$197,881|$55,450|—| | 2023|$2,550,924|$139,238|$538,068|$52,500|—| | 2022|$2,152,983|$120,720|$623,216|—|$1,221,919| ## Similar Plans - [Bd Of Trustees Of Chicago Painters & Decorators Retirement Savings Fd](https://planprovider.pro/companies/bd-of-trustees-of-chicago-painters-decorators-retirement-savings-fd-851174398-001) — 3,059 participants - [Trustees Of Cement Masons' Local 502 And Plasterers' Area 5 Annuity Fu](https://planprovider.pro/companies/trustees-of-cement-masons-local-502-and-plasterers-area-5-annuity-fu-plan) — 2,479 participants - [Trustees Chicago Painters & Decorators Deferred Savings Plan](https://planprovider.pro/companies/trustees-chicago-painters-decorators-deferred-savings-plan-366162468-501) — 2,418 participants - [Board Of Trustees Of Chicago Painters And Decorators Pension Fd](https://planprovider.pro/companies/board-of-trustees-of-chicago-painters-and-decorators-pension-fd-516030238-001) — 2,138 participants - [Empire Today, LLC](https://planprovider.pro/companies/empire-today-llc-401k-plan) — 1,714 participants - [Board Of Trustees Painters District Coun Finishing Industries Retireme](https://planprovider.pro/companies/board-of-trustees-painters-district-coun-finishing-industries-retireme-plan) — 1,437 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-chicago-painters-and-decorators-welfare-fund-510245220-501) © 2026 PlanProvider.Pro