Plan Snapshot
- Plan Sponsor: Trustees Of Construction Workers Of Lake Co Health Reimbursement Accou
- Sponsor EIN: 474459297
- Sponsor Address: 200 W. 84TH DR., SUITE E, MERRILLVILLE, IN, 46410
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 4,038
- Total Assets: $10.0M
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 | 4,038 | $10.0M | $1.9M | $0 |
| 2023 | 4,488 | $7.8M | $1.8M | $0 |
| 2022 | 4,090 | $5.8M | $1.3M | $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 | $12,832 | — | $12,832 |
| UNDERWOOD INSURANCE AGENCY | Other Service Provider | — | $11,703 | $11,703 |
| ASHER GITTLER & DALBA LTD | Other Service Provider | $6,525 | — | $6,525 |
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: $31,060
- Estimated Expense Ratio: 0.312% 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 | $133,643 | $2,175 | — | $6,000 | — |
| 2023 | $128,637 | $1,607 | — | $6,000 | — |
| 2022 | $108,342 | $500 | — | — | $19,258 |