# Trustees Of Teamsters Local 301 DB Plan
Source: https://planprovider.pro/companies/trustees-of-teamsters-local-301-plan

> Trustees Of Teamsters Local 301's DB plan: 795 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Teamsters Local 301

- **Sponsor EIN:** 366492992

- **Sponsor Address:** 36990 N GREENBAY ROAD, WAUKEGAN, IL, 60087

- **Plan Type:** DB

- **Total Participants:** 795

- **Total Assets:** $452.5M

## 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|795|$452.5M|$13.9M|$0|

| 2023|763|$429.3M|$12.8M|$0|

| 2022|743|$404.3M|$12.1M|$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|

| TEAMSTERS LOCAL UNION 301 GENERAL|AFFILIATED ORGANIZATION|$457,778|—|$457,778|

| SEGALL BRYANT & HAMILL|NONE|$295,216|—|$295,216|

| NATIONAL INVESTMENT SERVICES|NONE|$194,433|—|$194,433|

| SEI TRUST COMPANY|NONE|$155,392|—|$155,392|

| MARQUETTE ASSOCIATES, INC.|NONE|$125,000|—|$125,000|

| HORIZION ACTURIAL SERVICES, LLC|NONE|$104,684|—|$104,684|

| SARA HAFFNER- WOLF|EMPLOYEE|$90,017|—|$90,017|

| PRUDENTIAL INSURANCE CO.|NONE|$84,940|—|$84,940|

| FRANK J BAKER & COMPANY, LTD|NONE|$73,680|—|$73,680|

| US BANK NATIONAL ASSOCIATION|NONE|$59,626|—|$59,626|

| MCGANN KETTERMAN & RIOUX|NONE|$59,600|—|$59,600|

| BRIDGEWAY BENEFIT TECHNOLOGIES|NONE|$33,337|—|$33,337|

| WRITE ON TARGET|NONE|$15,000|—|$15,000|

| WEST END PRESS INC|NONE|$12,030|—|$12,030|

| LIRACOM LLC|NONE|$10,774|—|$10,774|

| IFEBP|NONE|$8,987|—|$8,987|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRUDENTIAL INSURANCE CO.](https://planprovider.pro/provider/empower) — NONE

- [US BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,780,494

- **Estimated Expense Ratio:** 0.394% 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|$3,072,796|$1,877,436|$456,000|$73,680|—|

| 2023|$2,612,067|$1,490,705|$456,000|$56,299|—|

| 2022|$2,336,427|$1,346,881|$444,000|—|$180,160|

## Similar Plans

- [R&M Freight INC.](https://planprovider.pro/companies/r-m-freight-inc-plan-001) — 391 participants

- [Dohrn Transfer Company, LLC](https://planprovider.pro/companies/dohrn-transfer-company-llc-401k-plan) — 1,201 participants

- [Ctdu Partition Pension Fund](https://planprovider.pro/companies/ctdu-partition-pension-fund-plan) — 1,227 participants

- [C & K Holdings, LLC](https://planprovider.pro/companies/c-k-holdings-llc-401k-plan) — 304 participants

- [All Truck Transportation Co., INC.](https://planprovider.pro/companies/all-truck-transportation-co-inc-401k-plan) — 299 participants

- [Shamrock Cartage INC](https://planprovider.pro/companies/shamrock-cartage-inc-401k-plan) — 230 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-teamsters-local-301-plan)

© 2026 PlanProvider.Pro