# Trustees Of The Fox Valley Const Workers Pension DB Plan
Source: https://planprovider.pro/companies/trustees-of-the-fox-valley-const-workers-pension-366147407-001

> Trustees Of The Fox Valley Const Workers Pension's DB plan: 841 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 The Fox Valley Const Workers Pension

- **Sponsor EIN:** 366147407

- **Sponsor Address:** 20 NORTH MARTINGALE, SCHAUMBURG, IL, 60173

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 841

- **Total Assets:** $335.9M

## 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|841|$335.9M|$16.0M|$0|

| 2023|886|$314.2M|$16.4M|$0|

| 2022|875|$278.2M|$15.5M|$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|

| STRATEGIC CAPITAL INV ADVISORS|Other Service Provider|$217,436|—|$217,436|

| THE SEGAL COMPANY|Other Service Provider|$146,446|—|$146,446|

| NATIONAL INVESTMENT SERVICES|Other Service Provider|$130,754|—|$130,754|

| GROUP ADMINISTRATORS, LTD.|Other Service Provider|$111,664|—|$111,664|

| CALIBRE CPA GROUP, PLLC|Other Service Provider|$76,497|—|$76,497|

| NORTHERN TRUST CO|Other Service Provider|$60,692|—|$60,692|

| BAUM AND SIGMAN|Other Service Provider|$26,244|—|$26,244|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $769,733

- **Estimated Expense Ratio:** 0.229% 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|$915,714|$361,495|$111,664|$21,563|—|

| 2023|$867,556|$370,099|$112,033|$20,950|—|

| 2022|$716,978|$307,075|$93,402|—|$206,438|

## Similar Plans

- [Trustees Of Midwest Operating Engineers Retirement Enhancement Fund](https://planprovider.pro/companies/trustees-of-midwest-operating-engineers-retirement-enhancement-fund-510669630-001) — 16,681 participants

- [Board Of Trustees Of Central Laborers Annuity Plan](https://planprovider.pro/companies/board-of-trustees-of-central-laborers-annuity-plan-plan) — 10,963 participants

- [Board Of Trustees Of Central Laborers' Pension Fund](https://planprovider.pro/companies/board-of-trustees-of-central-laborers-pension-fund-plan) — 5,167 participants

- [Board Of Trustees Of Great Plains Laborers' Vacation Fund](https://planprovider.pro/companies/board-of-trustees-of-great-plains-laborers-vacation-fund-371279472-501) — 5,039 participants

- [Board Of Trustees Operating Engineers Local 520](https://planprovider.pro/companies/board-of-trustees-operating-engineers-local-520-plan) — 3,066 participants

- [Roadsafe Traffic Systems](https://planprovider.pro/companies/roadsafe-traffic-systems-401k-plan) — 2,153 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-fox-valley-const-workers-pension-366147407-001)

© 2026 PlanProvider.Pro