# Trustees Of Midwest Operating Engineers Retirement Enhancement Fund DC Plan
Source: https://planprovider.pro/companies/trustees-of-midwest-operating-engineers-retirement-enhancement-fund-510669630-001

> Trustees Of Midwest Operating Engineers Retirement Enhancement Fund's DC plan: 16,681 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

- [FIDELITY INVESTMENTS](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-midwest-operating-engineers-retirement-enhancement-fund-510669630-001)

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