Plan Snapshot
- Plan Sponsor: Ctdu - Pension Fund
- Sponsor EIN: 366598153
- Sponsor Address: 6500 W. 65TH STREET, CHICAGO, IL, 60638
- Plan Type: DB
- Plan Number: 001
- Total Participants: 81
- Total Assets: $29.9M
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 | 81 | $29.9M | $697,656 | $0 |
| 2023 | 87 | $37.1M | $718,466 | $0 |
| 2022 | 94 | $42.6M | $821,248 | $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 |
|---|---|---|---|---|
| SEGAL COMPANY | Other Service Provider | $101,342 | — | $101,342 |
| LINDA FENNER | Other Service Provider | $93,462 | — | $93,462 |
| UNION INSURANCE GROUP | Other Service Provider | $84,987 | — | $84,987 |
| NATIONAL INVESTMENT SERVICES | Other Service Provider | $62,317 | — | $62,317 |
| SHARIE SARAGOSA | Other Service Provider | $52,850 | — | $52,850 |
| STRATEGIC CAPITAL INVESTMENT ADVSRS | Other Service Provider | $40,000 | — | $40,000 |
| KAYLA HENESSEY | Other Service Provider | $34,953 | — | $34,953 |
| DAWN MCKENDRICK | Other Service Provider | $31,435 | — | $31,435 |
| LISA RAMIREZ | Other Service Provider | $31,435 | — | $31,435 |
| LEGACY PROFESSIONALS, LLP | Auditor | $27,649 | — | $27,649 |
| UNIQUE COMPUTING SOLUTIONS | Other Service Provider | $25,042 | — | $25,042 |
| NORTHERN TRUST COMPANY | Other Service Provider | $8,735 | — | $8,735 |
| WILLIG, WILLIAMS & DAVIDSON | ERISA Attorney | $8,671 | — | $8,671 |
| THOMAS DALY | Recordkeeper | $6,751 | — | $6,751 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS, LLP — Auditor
- WILLIG, WILLIAMS & DAVIDSON — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $609,629
- Estimated Expense Ratio: 2.039% 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 | $847,394 | $111,052 | — | $26,500 | — |
| 2023 | $817,805 | $129,904 | — | $26,500 | — |
| 2022 | $914,331 | $111,648 | — | — | $227,636 |