# Trustees Of Allied Workers Union Local No 3 Pension Plan Sales Divisio DB Plan
Source: https://planprovider.pro/companies/trustees-of-allied-workers-union-local-no-3-pension-plan-sales-divisio-366527340-001

> Trustees Of Allied Workers Union Local No 3 Pension Plan Sales Divisio's DB plan: 1,170 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Allied Workers Union Local No 3 Pension Plan Sales Divisio

- **Sponsor EIN:** 366527340

- **Sponsor Address:** 7716 MADISON STREET, RIVER FOREST, IL, 603052102

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 1,170

- **Total Assets:** $162.5M

## 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|1,170|$162.5M|$11.2M|$0|

| 2023|1,151|$152.0M|$10.5M|$0|

| 2022|1,081|$132.0M|$9.1M|$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|

| KEEBECK WEALTH MANAGEMENT|Other Service Provider|$615,883|—|$615,883|

| SEGAL CONSULTING|Other Service Provider|$82,544|—|$82,544|

| LIQUOR WORKERS LOCAL 3|Other Service Provider|$67,735|—|$67,735|

| NICK THOMPSON|Other Service Provider|$53,760|—|$53,760|

| JAMES H. DUFF|Recordkeeper|$43,382|—|$43,382|

| BELMONT BANK|Other Service Provider|$32,502|—|$32,502|

| CALIBRE CPA GROUP, PLLC|Auditor|$30,101|—|$30,101|

| MCGANN KETTERMAN & RIOUX|Other Service Provider|$18,652|—|$18,652|

| PROFESSIONAL ACCOUNTING SERVICES, L|Other Service Provider|$18,000|—|$18,000|

| PATRICK CALIHAN|Other Service Provider|$16,800|—|$16,800|

| SIGNAL PATH SOLUTIONS|Other Service Provider|$8,703|—|$8,703|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $988,062

- **Estimated Expense Ratio:** 0.608% 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|$1,175,100|$53,760|—|$27,000|—|

| 2023|$1,171,689|$53,760|—|$27,000|—|

| 2022|$1,059,977|$546,014|—|—|$133,044|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-allied-workers-union-local-no-3-pension-plan-sales-divisio-366527340-001)

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