# Trustees Of Local 780 I.A.T.S.E 401(K) Plan 401(k) Plan
Source: https://planprovider.pro/companies/trustees-of-local-780-i-a-t-s-e-401-k-plan-plan

> Trustees Of Local 780 I.A.T.S.E 401(K) Plan's 401(k) plan: 75 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 780 I.A.T.S.E 401(K) Plan

- **Sponsor EIN:** 363914076

- **Sponsor Address:** 6301 N NORTHWEST HWY, CHICAGO, IL, 606311669

- **Plan Type:** 401(k)

- **Total Participants:** 75

- **Total Assets:** $5.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|75|$5.0M|$397,381|$234,927|

| 2023|75|$5.2M|$353,185|$267,590|

| 2022|74|$4.2M|$272,250|$260,435|

## 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|

| CALIBRE CPA GROUP, PLLC|Auditor|$4,000|—|$4,000|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,000

- **Estimated Expense Ratio:** 0.080% 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|$44,701|—|—|$4,000|—|

| 2023|$21,172|$3,750|—|$4,000|—|

| 2022|$29,546|$15,000|—|—|$4,000|

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