Plan Snapshot
- Plan Sponsor: Trustees Chicago Painters & Decorators Deferred Savings Plan
- Sponsor EIN: 366162468
- Sponsor Address: 8205 S. CASS AVE., DARIEN, IL, 60561
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,418
- Total Assets: $7.0M
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 | 2,418 | $7.0M | $0 | $6.4M |
| 2023 | 2,581 | $7.5M | $0 | $6.9M |
| 2022 | 2,577 | $7.0M | $0 | $6.8M |
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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. | Other Service Provider | $24,949 | — | $24,949 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $11,846 | — | $11,846 |
| LEGACY PROFESSIONALS | Auditor | $11,700 | — | $11,700 |
| MARQUETTE ASSOCIATES | Other Service Provider | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,495
- Estimated Expense Ratio: 0.777% 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 | $174,386 | $6,122 | $24,949 | $11,700 | — |
| 2023 | $68,200 | $6,115 | $13,111 | $11,000 | — |
| 2022 | $35,377 | $6,112 | $4,800 | — | $12,850 |