Plan Snapshot
- Plan Sponsor: Trustees Of Chicagoland Race Meet Operators And Local 134 Ibew Jt Pen
- Sponsor EIN: 363825845
- Sponsor Address: P.O. BOX 646, EAST TROY, WI, 53120
- Plan Type: DB
- Total Participants: 26
- Total Assets: $25.9M
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 | 26 | $25.9M | $90,281 | $0 |
| 2023 | 25 | $26.0M | $99,265 | $0 |
| 2022 | 27 | $25.9M | $107,894 | $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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | $24,000 | — | $24,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,000
- Estimated Expense Ratio: 0.092% 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 | $346,996 | $99,037 | $60,000 | $24,000 | — |
| 2023 | $323,369 | $95,177 | $60,000 | $22,500 | — |
| 2022 | $363,008 | $97,756 | $60,000 | — | $151,724 |