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| Provider | Service type | Compensation |
|---|---|---|
IATSE LOCAL UNION 7801+ years Service code 15 6301 N NORTHWEST HIGHWAY · CHICAGO, IL 60631 | Recordkeeping | $10,008 |
7 funds of $250K or more; 25 lines in all, holding $5.0M of the plan's $5.0M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Nuveen Lifecycle Index, mutual fund, 4% of fund dollars
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.