Plan Snapshot
- Plan Sponsor: Trustees Of The Local 734 Pension Fund
- Sponsor EIN: 516040136
- Sponsor Address: 6643 N NORTHWEST HWY, CHICAGO, IL, 606311300
- Plan Type: DB
- Total Participants: 945
- Total Assets: $95.5M
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 | 945 | $95.5M | $8.7M | $0 |
| 2023 | 861 | $98.1M | $8.3M | $0 |
| 2022 | 858 | $96.1M | $5.3M | $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 |
|---|---|---|---|---|
| RGM CAPITAL MANAGEMENT | NONE | $372,181 | — | $372,181 |
| RIVE CAPITAL ADVISORS, LLC | NONE | $188,679 | — | $188,679 |
| HORIZON ACTUARIAL SERVICES | NONE | $174,606 | — | $174,606 |
| TOM BOEHM | EMPLOYEE | $112,500 | — | $112,500 |
| CJBS, LLC | NONE | $111,609 | — | $111,609 |
| RIDGE CAPITAL MANAGEMENT LLC | NONE | $96,550 | — | $96,550 |
| CHARLES PASTORE | EMPLOYEE | $93,151 | — | $93,151 |
| ASB CAPITAL MANAGEMENT LLC | NONE | $91,264 | — | $91,264 |
| NTIVA, INC | NONE | $81,575 | — | $81,575 |
| MACNELL ACCOUNTING & CONSULTING LLP | NONE | $81,250 | — | $81,250 |
| A-1 CONTRACTORS, INC. | NONE | $60,995 | — | $60,995 |
| MCGANN KETTERMAN & RIOUX, LTD. | NONE | $60,000 | — | $60,000 |
| U.S.BANK | NONE | $56,151 | — | $56,151 |
| HANOVER INSURANCE GROUP | NONE | $41,042 | — | $41,042 |
| MARQUETTE ASSOCIATES, INC. | NONE | $35,000 | — | $35,000 |
| R. CARROZZA PLUMBING INC. | NONE | $32,179 | — | $32,179 |
| SERVON GROUP | NONE | $30,057 | — | $30,057 |
| FLECK'S LANDSCAPING | NONE | $28,855 | — | $28,855 |
| MARIBEL GOMEZ | EMPLOYEE | $27,832 | — | $27,832 |
| CAPITAL ASSET MONITORING | NONE | $25,000 | — | $25,000 |
| LANER MUCHIN LTD. | NONE | $22,361 | — | $22,361 |
| METROPOLITAN INDUSTRIES | NONE | $20,803 | — | $20,803 |
| WILLMINGTON TRUST, N.A. | NONE | $17,520 | — | $17,520 |
| JAN ELECTRIC LLC | NONE | $15,094 | — | $15,094 |
| PAUL REILLY COMPANY | NONE | $14,736 | — | $14,736 |
| MIDWEST MECHANICAL | NONE | $14,058 | — | $14,058 |
| MAI CAPITAL MANAGEMENT | NONE | $11,608 | — | $11,608 |
| MITTERA CHICAGO | NONE | $9,377 | — | $9,377 |
| PENSION BENEFIT INFORMATION, LLC | NONE | $9,231 | — | $9,231 |
| THERMOFLO, INC. | NONE | $8,306 | — | $8,306 |
| FOREST SECURITY, INC. | NONE | $7,221 | — | $7,221 |
| SEGALL BRYANT & HAMILL | NONE | $6,483 | — | $6,483 |
| RELIABLE FIRE EQUIPMENT | NONE | $6,121 | — | $6,121 |
| EVERBANK, NA | NONE | $5,997 | — | $5,997 |
| OTIS ELEVATOR COMPANY | NONE | $5,136 | — | $5,136 |
| MVS CORP | NONE | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TOM BOEHM — EMPLOYEE
- CHARLES PASTORE — EMPLOYEE
- U.S.BANK — NONE
- MARIBEL GOMEZ — EMPLOYEE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,979,528
- Estimated Expense Ratio: 2.072% 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 | $2,872,271 | $886,452 | — | $75,000 | — |
| 2023 | $2,694,948 | $759,335 | — | $95,525 | — |
| 2022 | $1,991,780 | $557,090 | — | — | $302,876 |