Plan Snapshot
- Plan Sponsor: Board Of Trustees - Chicago Tile Institute Pension Fund
- Sponsor EIN: 366033202
- Sponsor Address: 660 N. INDUSTRIAL DRIVE, SUITE 102, ELMHURST, IL, 601261520
- Plan Type: DB
- Total Participants: 622
- Total Assets: $173.3M
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. |
|---|---|---|---|---|
| 2024 | 622 | $173.3M | $7.3M | $0 |
| 2023 | 639 | $156.1M | $7.4M | $0 |
| 2022 | 652 | $137.4M | $6.8M | $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 |
|---|---|---|---|---|
| ULLICO INVESTMENT ADVISORS INC | NONE | $101,625 | — | $101,625 |
| A. WYDRA | PLAN ADMINISTRATOR | $90,076 | — | $90,076 |
| LOOMIS SAYLES TRUST COMPANY | NONE | $56,088 | — | $56,088 |
| WELLINGTON TRUST | NONE | $54,524 | — | $54,524 |
| PARAMETRIC PORTFOLIO ASSOCIATES | NONE | $51,092 | — | $51,092 |
| MARQUETTE ASSOCIATES | NONE | $46,250 | — | $46,250 |
| MIDWEST INSTITUTIONAL TRUST CO | NONE | $44,558 | — | $44,558 |
| TED WINDSOR & ASSOCIATES | NONE | $31,575 | — | $31,575 |
| LEGACY PROFESSIONALS | NONE | $31,220 | — | $31,220 |
| MARCO, MCGUIRE & ARREOLA | NONE | $15,538 | — | $15,538 |
| AMALGAMATED BANK | NONE | $14,578 | — | $14,578 |
| HOURGLASS TECHNOLOGIES | NONE | $7,071 | — | $7,071 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $544,195
- Estimated Expense Ratio: 0.314% 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 |
|---|---|---|---|---|---|
| 2024 | $738,285 | $391,444 | — | $28,500 | — |
| 2023 | $677,506 | $372,849 | — | $25,500 | — |
| 2022 | $643,810 | $392,531 | — | — | $56,952 |