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Original filing (PDF)20250930155026NAL0005571491003
BD OF TRUSTEES AUTOMOBILE MECHANICS LOCAL NO 701 DEFINED CONTRIBUTION
Form 5500
FILING_RECEIVED
MECHANICS LOCAL NO. 701 DEFINED CONTRIBUTION 401(K
401(k) retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
4,321
Accounts w/ balance
4,321
Plan assets (EOY)
$82.9M
Net assets (EOY)
$82.8M
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — 169% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BD OF TRUSTEES AUTOMOBILE MECHANICS LOCAL NO 701 DEFINED CONTRIBUTION.
Plan sponsor
Name
BD OF TRUSTEES AUTOMOBILE MECHANICS LOCAL NO 701 DEFINED CONTRIBUTION
EIN
47-1959684
Address
361 S FRONTAGE ROAD SUITE 100 · BURR RIDGE, IL · 605276393
Phone
(708) 482-0110
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $219K | — |
| JOHN HANCOCK RETIREMENT PLAN SVS | 51-6031295 | — | NONE | $37K | — |
| JOHNSON & KROL, LLC | 36-4342024 | — | NONE | $37K | — |
| STRATEGIC CAPITAL INVEST ADVISORS | 36-4268991 | — | NONE | $23K | — |
| BRIDGEWAY SOFTWARE SOLUTIONS | 52-1796473 | — | NONE | $16K | — |
| MORGAN LEWIS & BOCKIUS LLP | 23-0891050 | — | NONE | $10K | — |
| MACNELL ACCOUNTING & CONSULTING | 30-0510353 | — | NONE | $10K | — |
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $5K | — |
Investments
17 direct securities · 1 pooled fund· $82.9M(100% 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.
Uncategorized
$81.8M
17 holdings
Common Collective Trust
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Retire 2055 Fund | — | 731,014 | $15.2M | $14.5M | 17.5% | |
| T Rowe Price Retire 2030 Fund | — | 406,009 | $11.0M | $10.4M | 12.5% | |
| T Rowe Price Retire 2040 Fund | — | 328,770 | $10.5M | $10.1M | 12.1% | |
| T Rowe Price Retire 2045 Fund | — | 44,942 | $10.4M | $9.9M | 12.0% | |
| T Rowe Price Retire 2050 Fund | — | 512,280 | $10.2M | $9.7M | 11.7% | |
| T Rowe Price Retire 2035 Fund | — | 434,656 | $9.6M | $9.1M | 11.0% | |
| T Rowe Price Retire 2025 Fund | — | 435,330 | $7.6M | $7.2M | 8.7% | |
| Vanguard Total Stock Market Fund | — | 20,362 | $2.9M | $2.9M | 3.5% | |
| T Rowe Price Retire 2020 Fund | — | 121,327 | $2.4M | $2.3M | 2.7% | |
| American Century Ultra R6 | — | 15,364 | $1.5M | $1.5M | 1.9% | |
| T Rowe Price Retire 2015 Fund | — | 94,377 | $1.3M | $1.2M | 1.4% | |
| Metlife SV Series 25053 CL 0 | — | 5,205 | $1.0M | $1.0M | 1.3% | |
| RELIANCE TST CO SVF CIT 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.0M | 1.3% | |
| T Rowe Price Large Cap Value Fund | — | 22,266 | $578K | $515K | 0.6% | |
| MFS Mid Cap Value Fund R6 | — | 15,131 | $544K | $481K | 0.6% | |
| Fidelity Small Cap Growth K6 | — | 20,171 | $368K | $359K | 0.4% | |
| American Funds Europacific Growth R6 | — | 6,374 | $381K | $342K | 0.4% | |
| Fidelity Total Bond Fund K6 | — | 30,606 | $273K | $266K | 0.3% |