Plan Snapshot
- Plan Sponsor: Trustees Of Teamsters Local 777 Severance And Retirement Plan
- Sponsor EIN: 363980892
- Sponsor Address: 7827 OGDEN AVENUE, LYONS, IL, 605341312
- Plan Type: DC
- Total Participants: 2,126
- Total Assets: $7.6M
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 | 2,126 | $7.6M | $1.0M | $0 |
| 2023 | 2,233 | $6.5M | $958,469 | $0 |
| 2022 | 2,024 | $5.5M | $723,126 | $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 |
|---|---|---|---|---|
| MARITZA MUNIZ | EMPLOYEE | $94,844 | — | $94,844 |
| JP MORGAN SECURITIES, LLC | NONE | $64,079 | — | $64,079 |
| SHAHUL HAMEED ABDUL JAFFER | NONE | $20,000 | — | $20,000 |
| CALIBRE CPA GROUP, PLLC | NONE | $13,000 | — | $13,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN SECURITIES, LLC — NONE
- CALIBRE CPA GROUP, PLLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $191,923
- Estimated Expense Ratio: 2.537% 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 | $264,279 | $64,079 | — | $13,000 | — |
| 2023 | $211,369 | $63,153 | $27,000 | $10,000 | — |
| 2022 | $218,367 | $63,347 | $49,500 | — | $28,708 |