Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Ceramic Tile And Terrazzo Local 67 B.A.C Annuity
- Sponsor EIN: 363707316
- Sponsor Address: 660 N. INDUSTRIAL DRIVE, ELMHURST, IL, 601261520
- Plan Type: DC
- Total Participants: 660
- Total Assets: $172.5M
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 | 660 | $172.5M | $9.8M | $0 |
| 2023 | 792 | $157.4M | $9.3M | $0 |
| 2022 | 781 | $137.2M | $8.6M | $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 |
|---|---|---|---|---|
| SEI INVESTMENT COMPANY | NONE | $505,552 | — | $505,552 |
| R. ORTIZ-MALDONADO | EMPLOYEE | $81,204 | — | $81,204 |
| LEGACY PROFESSIONALS LLP | NONE | $32,295 | — | $32,295 |
| A. WYDRA | ADMINISTRATOR | $26,524 | — | $26,524 |
| JACOBS, BURNS, ORLOVE & HERNANDEZ | NONE | $10,449 | — | $10,449 |
| HOUR GLASS TECHNOLOGIES INC | NONE | $10,125 | — | $10,125 |
| JAMES FULTON | TRUSTEE | $7,498 | — | $7,498 |
| MARCO, MCGUIRE & ARREOLA | NONE | $6,313 | — | $6,313 |
| MACNELL ACCOUTNING & CONSULTING | NONE | $5,268 | — | $5,268 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $685,228
- Estimated Expense Ratio: 0.397% 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 | $794,714 | $539,295 | — | $28,600 | — |
| 2023 | $730,028 | $477,483 | — | $26,996 | — |
| 2022 | $669,685 | $427,757 | — | — | $51,405 |