Plan Snapshot
- Plan Sponsor: Ctdu Partition Pension Fund
- Sponsor EIN: 276635486
- Sponsor Address: 6500 W. 65TH STREET, CHICAGO, IL, 60638
- Plan Type: DB
- Total Participants: 1,227
- Total Assets: $611,080
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. |
|---|---|---|---|---|
| 2025 | 1,227 | $611,080 | $0 | $0 |
| 2024 | 1,328 | $656,684 | $0 | $0 |
| 2023 | 0 | $695,580 | $0 | $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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | $11,000 | — | $11,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,000
- Estimated Expense Ratio: 1.800% 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 |
|---|---|---|---|---|---|
| 2025 | $255,699 | — | — | $11,000 | — |
| 2024 | $196,949 | — | — | $11,500 | — |
| 2023 | $191,723 | — | — | — | $21,884 |