Plan Snapshot
- Plan Sponsor: Trustees Of Fox Valley Laborers Health And Welfare Fund
- Sponsor EIN: 366219639
- Sponsor Address: 2371 BOWES ROAD, STE 500, ELGIN, IL, 601235523
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,418
- Total Assets: $135.0M
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 | 1,418 | $135.0M | $39.3M | $2.0M |
| 2023 | 1,513 | $130.3M | $37.0M | $1.9M |
| 2022 | 1,468 | $120.2M | $37.4M | $1.8M |
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 |
|---|---|---|---|---|
| HEALTH CARE SERVICES CORP(BC/BS) | Other Service Provider | $1,012,523 | — | $1,012,523 |
| SEI INVESTMENTS | Other Service Provider | $325,334 | — | $325,334 |
| HINES & ASSOCIATES, INC. | Other Service Provider | $243,857 | — | $243,857 |
| HORIZON ACTUARIAL SERVICES, LLC | Other Service Provider | $237,433 | — | $237,433 |
| PALMER, TANYA | Other Service Provider | $154,274 | — | $154,274 |
| CVS HEALTH | Other Service Provider | $146,361 | — | $146,361 |
| JOANNA LOPEZ | Other Service Provider | $141,399 | — | $141,399 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $128,356 | — | $128,356 |
| DEBORAH FRENCH | Other Service Provider | $125,608 | — | $125,608 |
| ELINA LLAMAS | Other Service Provider | $125,484 | — | $125,484 |
| DIAZ, MARIA | Other Service Provider | $102,538 | — | $102,538 |
| DAISY ALVARADO | Other Service Provider | $91,431 | — | $91,431 |
| BAUM SIGMAN AUERBACH & NEUMAN, LTD. | Other Service Provider | $87,369 | — | $87,369 |
| NORTHERN TRUST CO | Other Service Provider | $82,257 | — | $82,257 |
| CALIBRE CPA GROUP, PLLC | Auditor | $80,157 | — | $80,157 |
| DAVID UGARTE | Other Service Provider | $65,367 | — | $65,367 |
| CIMINO, MICHELE A | Other Service Provider | $64,344 | — | $64,344 |
| ALEJANDRES, ALEXANDRIA | Other Service Provider | $55,268 | — | $55,268 |
| DENTAL NETWORK OF AMERICA | Other Service Provider | $48,498 | — | $48,498 |
| ALLONE HEALTH RESOURCES INC. | Recordkeeper | $36,644 | — | $36,644 |
| ALLEGRA COAL CITY | Other Service Provider | $26,682 | — | $26,682 |
| NORTHERN PRINT NETWORK | Other Service Provider | $18,740 | — | $18,740 |
| GREEN LIGHT COST MANAGEMENT, LLC | Other Service Provider | $18,682 | — | $18,682 |
| IKON SOFTWARE INC. | Other Service Provider | $15,123 | — | $15,123 |
| EYEMED VISION CARE, INC. | Other Service Provider | $12,614 | — | $12,614 |
| BMI AUDIT SERVICES, LLC | Other Service Provider | $10,410 | — | $10,410 |
| AUTOMATIC DATA PROCESSING, INC. | Other Service Provider | $7,606 | — | $7,606 |
| BASSLER & CO INSURANCE AGENCY | Other Service Provider | — | $5,237 | $5,237 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP, PLLC — Auditor
- ALLONE HEALTH RESOURCES INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,469,596
- Estimated Expense Ratio: 2.571% 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 | $2,445,166 | $471,750 | — | $24,365 | — |
| 2023 | $2,365,134 | $485,141 | — | $23,000 | — |
| 2022 | $2,245,690 | $535,336 | — | — | $378,465 |