Plan Snapshot
- Plan Sponsor: Trustees Of Midwest Operating Engineers Retirement Enhancement Fund
- Sponsor EIN: 510669630
- Sponsor Address: 6150 JOLIET ROAD, COUNTRYSIDE, IL, 605253956
- Plan Type: DC
- Plan Number: 001
- Total Participants: 16,681
- Total Assets: $758.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 16,681 | $758.4M | $76.2M | $0 |
| 2023 | 16,506 | $637.4M | $70.1M | $0 |
| 2022 | 16,067 | $486.9M | $62.6M | $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 LLP | Auditor | $45,643 | — | $45,643 |
| FIDELITY INVESTMENTS | Recordkeeper | $30,852 | — | $30,852 |
| INSTITUTE FOR WORKERS WELFARE | Other Service Provider | $26,507 | — | $26,507 |
| M.O.E. IT SERVICE CORP. | Other Service Provider | $15,100 | — | $15,100 |
| MARQUETTE ASSOCIATES INC. | Other Service Provider | $15,000 | — | $15,000 |
| BOND BROTHERS | Other Service Provider | $10,549 | — | $10,549 |
| MCGANN, KETTERMAN & RIOUX | Other Service Provider | $6,153 | — | $6,153 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
- FIDELITY INVESTMENTS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $149,804
- Estimated Expense Ratio: 0.020% 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 | $492,845 | $15,000 | $30,852 | $19,500 | — |
| 2023 | $469,860 | $15,000 | $24,644 | $18,500 | — |
| 2022 | $453,183 | $15,000 | $11,950 | — | $77,978 |