Plan Snapshot
- Plan Sponsor: Trustees Of Seiu Local No. 4 Pension Fund
- Sponsor EIN: 364198045
- Sponsor Address: 2229 S. HALSTED ST., CHICAGO, IL, 60608
- Plan Type: DB
- Total Participants: 9,515
- Total Assets: $88.8M
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 | 9,515 | $88.8M | $5.4M | $0 |
| 2023 | 8,277 | $81.3M | $4.7M | $0 |
| 2022 | 7,623 | $78.6M | $4.5M | $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 | $147,552 | — | $147,552 |
| S. MITCHELL | Other Service Provider | $110,268 | — | $110,268 |
| C. FRESAS | Other Service Provider | $103,780 | — | $103,780 |
| THE SEGAL COMPANY (MIDWEST), INC. | Other Service Provider | $96,650 | — | $96,650 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $86,269 | $4,653 | $90,922 |
| SEGAL MARCO ADVISORS | Other Service Provider | $83,939 | — | $83,939 |
| B. LEMON | Other Service Provider | $80,330 | — | $80,330 |
| ASHER, GITTLER & D'ALBA | Other Service Provider | $78,104 | — | $78,104 |
| C. ABRAMS | Other Service Provider | $68,044 | — | $68,044 |
| K. MICKLES | Other Service Provider | $62,161 | — | $62,161 |
| E. COSTA | Recordkeeper | $52,915 | — | $52,915 |
| SOMMERS & FAHRENBACH, INC. | Other Service Provider | $37,978 | — | $37,978 |
| C. BARNETT | Other Service Provider | $36,081 | — | $36,081 |
| J. MACK | Other Service Provider | $28,816 | — | $28,816 |
| COMERICA BANK | Other Service Provider | $20,970 | — | $20,970 |
| APPLEGATE CONSULTING GROUP | Other Service Provider | $10,976 | — | $10,976 |
| LHH RECRUITMENT SOLUTIONS | Other Service Provider | $9,893 | — | $9,893 |
| K-PLUS COMPUTER SERVICES LLC | Other Service Provider | $9,612 | — | $9,612 |
| MNJ TECHNOLOGIES | Other Service Provider | $9,569 | — | $9,569 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | — | $7,861 | $7,861 |
| DOWD, BLOCH, BENNETT, CERVONE, AUER | Other Service Provider | $7,297 | — | $7,297 |
| C. HARRIS-ARMSTRONG | Other Service Provider | $6,267 | — | $6,267 |
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: $1,159,985
- Estimated Expense Ratio: 1.306% 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 | $2,538,171 | $405,654 | — | $47,650 | — |
| 2023 | $2,204,363 | $426,472 | — | $45,750 | — |
| 2022 | $2,749,350 | $503,693 | — | — | $277,976 |