# 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-plan

> Trustees Of Allied Workers Union Local No 3 Pension Plan Sales Divisio's DB plan: 1,170 participants, plan year 2025 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2025.

## 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

- **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.|

| 2025|1,170|$162.5M|$0|$0|

| 2024|1,151|$152.0M|$0|$0|

| 2023|1,081|$132.0M|$0|$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|

| CALIBRE CPA GROUP, PLLC|Auditor|$27,000|—|$27,000|

### 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:** $27,000

- **Estimated Expense Ratio:** 0.017% 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|

| 2025|$1,175,100|$53,760|—|$27,000|—|

| 2024|$1,171,689|$53,760|—|$27,000|—|

| 2023|$1,059,977|$546,014|—|—|$133,044|

## Similar Plans

- [Trustees Of Liquor And Allied Wkrs Union, Local 3 Emp Deferred Comp](https://planprovider.pro/companies/trustees-of-liquor-and-allied-wkrs-union-local-3-emp-deferred-comp-plan) — 1,458 participants

- [Beer Industry - Local Union No. 703 Pension Fund Trustees](https://planprovider.pro/companies/beer-industry-local-union-no-703-pension-fund-trustees-plan) — 719 participants

- [Clare Holdings, LLC](https://planprovider.pro/companies/clare-holdings-llc-401k-plan) — 521 participants

- [Wirtz Corporation](https://planprovider.pro/companies/wirtz-corporation-401k-plan) — 323 participants

- [Trustees Of Liquor & Allied Workers Union Local No. 3 Pension Fund](https://planprovider.pro/companies/trustees-of-liquor-allied-workers-union-local-no-3-pension-fund-plan) — 312 participants

- [Koerner Distributor, INC.](https://planprovider.pro/companies/koerner-distributor-inc-plan-001) — 199 participants

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

© 2026 PlanProvider.Pro