Plan Snapshot
- Plan Sponsor: Trustees Of Drywall Education And Scholarship Fund
- Sponsor EIN: 364001040
- Sponsor Address: 8205 S. CASS AVENUE, SUITE 102, DARIEN, IL, 60561
- Plan Type: 401(k)
- Plan Number: 505
- Total Participants: 439
- Total Assets: $192,676
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 | 439 | $192,676 | $69,666 | $0 |
| 2023 | 514 | $185,279 | $69,132 | $0 |
| 2022 | 488 | $172,582 | $61,981 | $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 | $5,000 | — | $5,000 |
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: $5,000
- Estimated Expense Ratio: 2.595% 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 | $17,126 | — | $264 | $5,000 | — |
| 2023 | $8,342 | — | $2,353 | $4,700 | — |
| 2022 | $7,981 | — | $3,000 | — | $4,750 |