Plan Snapshot
- Plan Sponsor: Trustees Of Lumber Employees 786 Retirement Fund
- Sponsor EIN: 516067407
- Sponsor Address: 300 S ASHLAND AVE - SUITE 500, CHICAGO, IL, 606072701
- Plan Type: DB
- Total Participants: 138
- Total Assets: $44.8M
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 | 138 | $44.8M | $0 | $0 |
| 2023 | 145 | $41.2M | $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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS | Auditor | $27,000 | — | $27,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,000
- Estimated Expense Ratio: 0.060% 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 | $766,765 | $90,297 | — | $27,000 | — |
| 2023 | $740,311 | $89,929 | — | — | $288,744 |