Plan Snapshot
- Plan Sponsor: Trustees Of Automobile Mechanics' Local No. 701 Pension Fund
- Sponsor EIN: 366042061
- Sponsor Address: 361 S. FRONTAGE ROAD, BURR RIDGE, IL, 605276393
- Plan Type: DB
- Plan Number: 001
- Total Participants: 3,853
- Total Assets: $1.2B
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 | 3,853 | $1.2B | $47.0M | $0 |
| 2023 | 3,962 | $1.1B | $45.0M | $0 |
| 2022 | 3,964 | $1.0B | $43.6M | $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 |
|---|---|---|---|---|
| NATIONAL INVESTMENT SERVICES, INC. | Other Service Provider | $353,213 | — | $353,213 |
| WASHINGTON CAPITAL | Other Service Provider | $265,221 | — | $265,221 |
| JOHNSON & KROL, LLC | Other Service Provider | $195,282 | — | $195,282 |
| MILLIMAN, INC | Recordkeeper | $174,057 | — | $174,057 |
| PRUDENTIAL INSURANCE CO. OF AMERICA | Recordkeeper | $167,453 | — | $167,453 |
| STRATEGIC CAPITAL INVESTMENT ADVISO | Other Service Provider | $152,600 | — | $152,600 |
| JEANINE EARTH-GILLUND | Recordkeeper | $114,038 | — | $114,038 |
| MACNELL ACCOUNTING AND CONSULTING L | Other Service Provider | $102,250 | — | $102,250 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $95,851 | — | $95,851 |
| KAREN MAIFERT | Other Service Provider | $73,990 | — | $73,990 |
| JUAN RODRIGUEZ | Other Service Provider | $72,245 | — | $72,245 |
| KRISTINE BENDY | Other Service Provider | $63,905 | — | $63,905 |
| CALIBRE CPA GROUP PLLC | Auditor | $51,000 | — | $51,000 |
| MORGAN, LEWIS & BOCKIUS LLP | ERISA Attorney | $43,152 | — | $43,152 |
| OLD NATIONAL BANK | Other Service Provider | $32,830 | — | $32,830 |
| KATHLEEN MYERS | Other Service Provider | $31,640 | — | $31,640 |
| NICOLE KERKSTRA | Other Service Provider | $31,170 | — | $31,170 |
| LISA CONNER | Other Service Provider | $29,208 | — | $29,208 |
| MARISOL RAMIREZ-HERNANDEZ | Other Service Provider | $28,902 | — | $28,902 |
| ELITE ADMINISTRATION & INSURANCE GR | Other Service Provider | — | $19,015 | $19,015 |
| K-PLUS | Other Service Provider | $14,250 | — | $14,250 |
| LIFESTATUS360 LLC | Other Service Provider | $6,841 | — | $6,841 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC — Recordkeeper
- PRUDENTIAL INSURANCE CO. OF AMERICA — Recordkeeper
- CALIBRE CPA GROUP PLLC — Auditor
- MORGAN, LEWIS & BOCKIUS LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,118,113
- Estimated Expense Ratio: 0.172% 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 | $3,207,300 | $902,209 | — | $51,000 | — |
| 2023 | $3,208,425 | $875,550 | — | $48,500 | — |
| 2022 | $3,268,961 | $1,046,272 | — | — | $494,071 |