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 | $47,650 | — | $47,650 |
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: $47,650
- Estimated Expense Ratio: 0.054% 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 |