# Trustees Of Local 743 Ib Of T DC Plan
Source: https://planprovider.pro/companies/trustees-of-local-743-ib-of-t-plan

> Trustees Of Local 743 Ib Of T's DC plan: 3,071 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 Local 743 Ib Of T

- **Sponsor EIN:** 366523353

- **Sponsor Address:** 625 ENTERPRISE DRIVE, OAK BROOK, IL, 605238813

- **Plan Type:** DC

- **Total Participants:** 3,071

- **Total Assets:** $14.6M

## 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.|

| 2024|3,071|$14.6M|$911,723|$0|

| 2023|2,931|$13.6M|$834,198|$0|

| 2022|3,144|$13.7M|$1.0M|$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|

| BENFITS MANAGEMENT GROUP INC.|NONE|$133,453|—|$133,453|

| CALIBRE CPA GROUP|NONE|$57,289|—|$57,289|

| SEGALL, BRYANT & HAMILL|NONE|$56,034|—|$56,034|

| LANER, MUCHIN LTD.|NONE|$21,883|—|$21,883|

| AMALGAMATED BANK OF CHICAGO|NONE|$13,480|—|$13,480|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CALIBRE CPA GROUP](https://planprovider.pro/provider/calibre-cpa-group-pllc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $282,139

- **Estimated Expense Ratio:** 1.933% 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|$319,419|$56,034|$133,453|$22,450|—|

| 2023|$264,645|$52,254|$127,102|$21,350|—|

| 2022|$317,170|$76,141|$121,054|—|$79,158|

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