Plan Snapshot
- Plan Sponsor: Trustees Of Painters District Council No. 14 Scholarship Fund
- Sponsor EIN: 363778587
- Sponsor Address: 8205 S. CASS AVENUE, SUITE 102, DARIEN, IL, 60561
- Plan Type: 401(k)
- Plan Number: 504
- Total Participants: 1,391
- Total Assets: $497,777
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 | 1,391 | $497,777 | $247,635 | $0 |
| 2023 | 1,550 | $500,503 | $259,548 | $0 |
| 2022 | 1,568 | $446,330 | $263,735 | $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 | $5,700 | — | $5,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,700
- Estimated Expense Ratio: 1.145% 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 | $31,088 | — | $964 | $5,700 | — |
| 2023 | $11,077 | — | $2,593 | $5,400 | — |
| 2022 | $8,881 | — | $3,000 | — | $5,200 |