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  1. Companies/
  2. BOARD OF TRUSTEES, 701 PENSION FUND
Sponsor portfolio

BOARD OF TRUSTEES, 701 PENSION FUND

EIN 36-6455509-Construction-Latest filing 2025
Plans
2
Retirement
2
$946.5M assets
Welfare
0
Participants
4,802
28600 BELLA VISTA PARKWAY, SUITE 1110 - WARRENVILLE, IL 60555630-393-1701
Plans on this EIN
2 filings
#001TraditionalDB-$527.8M - 2,779 part#002401k-$418.6M - 2,023 part

Retirement portfolio analytics

2 plans aggregated / $946.5M assets / 4,802 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • 701 PENSION FUND (#001)56%
  • RETIREMENT SAVINGS FUND (#002)44%
Total $946.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
56%top
  • MARQUETTE ASSOCIATES56%
  • (Not disclosed)44%
Total $946.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 701 PENSION FUND (#001)2,779
  • RETIREMENT SAVINGS FUND (#002)2,023
Total 4,802Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

IBEW LOCAL 701 PENSION FUND

TraditionalDB

Assets$527.8M
Participants2,779
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

IBEW LOCAL 701 RETIREMENT SAVINGS FUND

401k

Assets$418.6M
Participants2,023
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001IBEW LOCAL 701 PENSION FUNDTraditionalDB$527.8M2,7792025
002IBEW LOCAL 701 RETIREMENT SAVINGS FUND401k$418.6M2,0232025
Retirement plans
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