Plan Snapshot
- Plan Sponsor: Trustees Of Wilco Automotive Retirement Trust
- Sponsor EIN: 366491924
- Sponsor Address: 701 ESSINGTON ROAD, SUITE 101, JOLIET, IL, 60435
- Plan Type: DB
- Total Participants: 57
- Total Assets: $1.9M
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. |
|---|---|---|---|---|
| 2025 | 57 | $1.9M | $0 | $0 |
| 2024 | 63 | $2.2M | $0 | $0 |
| 2023 | 68 | $2.4M | $0 | $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 |
|---|---|---|---|---|
| CHERRY BEKAERT | Auditor | $16,065 | — | $16,065 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,065
- Estimated Expense Ratio: 0.839% 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 |
|---|---|---|---|---|---|
| 2025 | $118,958 | $22,110 | — | $16,065 | — |
| 2024 | $137,598 | $23,400 | — | $27,890 | — |
| 2023 | $91,866 | $24,914 | $55,364 | — | $5,188 |