# Trustees Of Lumber Employees 786 Retirement Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-lumber-employees-786-retirement-fund-plan

> Trustees Of Lumber Employees 786 Retirement Fund's DB plan: 138 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 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](https://planprovider.pro/provider/legacy-professionals-llp) — 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|

## Similar Plans

- [Colony Display, LLC](https://planprovider.pro/companies/colony-display-llc-401k-plan) — 125 participants

- [Board Of Trustees Mid-America Carpenters Regional Council Millmen Pens](https://planprovider.pro/companies/board-of-trustees-mid-america-carpenters-regional-council-millmen-pens-plan) — 1,846 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-lumber-employees-786-retirement-fund-plan)

© 2026 PlanProvider.Pro