Plan Snapshot
- Plan Sponsor: Trustees Of Construction Workers - Lake County Pension
- Sponsor EIN: 356030666
- Sponsor Address: 200 W. 84TH DR., SUITE E, MERRILLVILLE, IN, 46410
- Plan Type: DB
- Total Participants: 3,051
- Total Assets: $591.3M
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 | 3,051 | $591.3M | $0 | $0 |
| 2024 | 3,270 | $549.8M | $0 | $0 |
| 2023 | 3,258 | $495.7M | $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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | $54,865 | — | $54,865 |
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: $54,865
- Estimated Expense Ratio: 0.009% 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 | $2,761,730 | $1,341,466 | — | $54,865 | — |
| 2024 | $2,722,255 | $1,333,114 | — | $53,558 | — |
| 2023 | $2,632,145 | $1,228,495 | — | — | $501,303 |