Original filing (PDF)20260128122414NAL0004644514001

TRUSTEES OF DRIVERS 753 AND MILK DEALERS PENSION TRUST FUND

Name: TRUSTEES OF DRIVERS 753 AND MILK DEALERS PENSION TRUST FUND — DRIVERS UNION LOCAL 753 IB OF T C W & H OF A AND MILK DEALERS' PENSION TRUST, Form 5500 (2024)
Creator: TRUSTEES OF DRIVERS 753 AND MILK DEALERS PENSION TRUST FUND

Form 5500

FILING_RECEIVED

DRIVERS UNION LOCAL 753 IB OF T C W & H OF A AND MILK DEALERS' PENSION TRUST

Defined-benefit pension plan

Signals · 2

~139 bps in Sched C fees11 service providers

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$16.2M

Net assets (EOY)

$16.2M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF DRIVERS 753 AND MILK DEALERS PENSION TRUST FUND.

Plan sponsor

Name

TRUSTEES OF DRIVERS 753 AND MILK DEALERS PENSION TRUST FUND

EIN

36-2131365

Address

188 INDUSTRIAL DRIVE, SUITE 128 · ELMHURST, IL · 60126

Phone

(630) 834-9753

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2026-01-28

Pension benefit codes

1B · Flat-dollar DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

LEGACY PROFESSIONALS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

11 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASB CAPITAL MANAGEMENT	80-0618452	—	NONE	$83K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
MICHAEL MILLER

Investments

1 pooled fund· $950K(6% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006	Common Collective Trust	$950K	5.8%

1–1 of 1

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