Plan Snapshot
- Plan Sponsor: Trustees Of Smw Intl Assoc Local Union No. 73 Annuity Fund, Et Al
- Sponsor EIN: 205002115
- Sponsor Address: 4530 ROOSEVELT ROAD, HILLSIDE, IL, 60162
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 0
- Total Assets: $113.0M
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 | 0 | $113.0M | $0 | $0 |
| 2023 | 0 | $118.1M | $0 | $0 |
| 2022 | 0 | $127.2M | $0 | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS | Recordkeeper | $69,110 | — | $69,110 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,110
- Estimated Expense Ratio: 0.061% 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 | $69,110 | — | — | — | — |
| 2023 | $109,248 | — | — | — | — |
| 2022 | $157,024 | $16,747 | — | — | $140,277 |