# Trustees Of Drivers 753 And Milk Dealers Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-drivers-753-and-milk-dealers-pension-trust-fund-362131365-001

> Trustees Of Drivers 753 And Milk Dealers Pension Trust Fund's DB plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-drivers-753-and-milk-dealers-pension-trust-fund-362131365-001)

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