# Ctdu - Pension Fund DB Plan
Source: https://planprovider.pro/companies/ctdu-pension-fund-366598153-001

> Ctdu - Pension Fund's DB plan: 81 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

- [WILLIG, WILLIAMS & DAVIDSON](https://planprovider.pro/provider/willig-williams-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ctdu-pension-fund-366598153-001)

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