# Trustees Of The Local 734 Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-the-local-734-pension-fund-plan

> Trustees Of The Local 734 Pension Fund's DB plan: 945 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 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE

- [CHARLES PASTORE](https://planprovider.pro/provider/charles-schwab-and-co-inc) — EMPLOYEE

- [U.S.BANK](https://planprovider.pro/provider/john-hancock) — NONE

- [MARIBEL GOMEZ](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|

## Similar Plans

- [Ornua Foods North America, INC.](https://planprovider.pro/companies/ornua-foods-north-america-inc-401k-plan) — 698 participants

- [Trim-Rite, INC.](https://planprovider.pro/companies/trim-rite-inc-401k-plan) — 548 participants

- [Topco Associates LLC](https://planprovider.pro/companies/topco-associates-llc-401k-plan) — 522 participants

- [Refreshment Services, INC.](https://planprovider.pro/companies/refreshment-services-inc-401k-plan) — 484 participants

- [Georgia Nut Company](https://planprovider.pro/companies/georgia-nut-company-401k-plan) — 479 participants

- [Us Foods, INC.](https://planprovider.pro/companies/us-foods-inc-plan-012) — 367 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-local-734-pension-fund-plan)

© 2026 PlanProvider.Pro