# Trustees Of Teamsters Local 777 Severance And Retirement Plan DC Plan
Source: https://planprovider.pro/companies/trustees-of-teamsters-local-777-severance-and-retirement-plan-plan

> Trustees Of Teamsters Local 777 Severance And Retirement Plan's DC plan: 2,126 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/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|

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