Plan Snapshot
- Plan Sponsor: Trustees Of Decorators Local Union 17 Health And Welfare Fund
- Sponsor EIN: 364143124
- Sponsor Address: 361 S. FRONTAGE ROAD, SUITE 118, BURR RIDGE, IL, 60527
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 118
- Total Assets: $15.6M
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 | 118 | $15.6M | $0 | $0 |
| 2024 | 116 | $12.9M | $5.4M | $169,934 |
| 2023 | 115 | $9.8M | $4.4M | $215,821 |
| 2022 | 115 | $8.4M | $4.2M | $205,205 |
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 |
|---|---|---|---|---|
| AMALGAMATED BANK OF CHICAGO | Other Service Provider | $43,683 | — | $43,683 |
| AMERICAN DATA CENTRE | Other Service Provider | $36,600 | — | $36,600 |
| LEGACY PROFESSIONALS LLP | Other Service Provider | $35,250 | — | $35,250 |
| JOE DICARO | Custodian / Trustee | $24,954 | — | $24,954 |
| ANTHONY DEGRADO IV | Custodian / Trustee | $24,163 | — | $24,163 |
| FRANK SMALARZ | Custodian / Trustee | $19,489 | — | $19,489 |
| THOMAS PARAVOLA | Other Service Provider | $19,200 | — | $19,200 |
| UNITED ACTUARIAL SERVICES | Other Service Provider | $8,375 | — | $8,375 |
| ANTHONY DEGRADO III | Custodian / Trustee | $6,083 | — | $6,083 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $217,797
- Estimated Expense Ratio: 1.398% 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 | $3,711,607 | $43,683 | $36,600 | $30,000 | — |
| 2024 | $188,499 | $29,952 | $34,800 | $26,000 | — |
| 2023 | $175,880 | $24,048 | $34,800 | $26,000 | — |
| 2022 | $144,345 | $19,730 | $33,600 | — | $46,900 |