Plan Snapshot
- Plan Sponsor: Trustees Of Drivers 753 And Milk Dealers Pension Trust Fund
- Sponsor EIN: 362131365
- Sponsor Address: 188 INDUSTRIAL DRIVE, SUITE 128, ELMHURST, IL, 60126
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $16.2M
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 | 0 | $16.2M | $0 | $0 |
| 2023 | 0 | $16.8M | $0 | $0 |
| 2022 | 0 | $16.6M | $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 |
|---|---|---|---|---|
| ASB CAPITAL MANAGEMENT | Other Service Provider | $82,629 | — | $82,629 |
| LEGACY PROFESSIONALS LLP | Auditor | $32,000 | — | $32,000 |
| MORGAN STANLEY SMITH BARNEY LLC | Other Service Provider | $29,991 | — | $29,991 |
| CHEIRON | Other Service Provider | $29,200 | — | $29,200 |
| ASHER,GITTLER,D'ALBA | Other Service Provider | $9,693 | — | $9,693 |
| SEGALL BRYANT & HAMILL | Other Service Provider | $8,436 | — | $8,436 |
| MICHAEL MILLER | Custodian / Trustee | $8,027 | — | $8,027 |
| AMALGATRUST | Other Service Provider | $7,737 | — | $7,737 |
| ALLISON, SLUTSKY & KENNEDY | Custodian / Trustee | $6,000 | — | $6,000 |
| JAMES KORBA | Custodian / Trustee | $6,000 | — | $6,000 |
| TOM MCMAHON | Custodian / Trustee | $6,000 | — | $6,000 |
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: $225,713
- Estimated Expense Ratio: 1.389% 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 | $418,631 | $121,056 | — | $32,000 | — |
| 2023 | $392,356 | $128,580 | — | $31,000 | — |
| 2022 | $420,306 | $145,987 | — | — | $82,594 |