# Board Of Trustees Of Ceramic Tile And Terrazzo Local 67 B.A.C Annuity DC Plan
Source: https://planprovider.pro/companies/ceramic-tile-and-terrazzo-local-67-b-a-c-annuity-trust-fund-plan

> Board Of Trustees Of Ceramic Tile And Terrazzo Local 67 B.A.C Annuity's DC plan: 660 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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