Plan Snapshot
- Plan Sponsor: Ctdu - Pension Fund
- Sponsor EIN: 366598153
- Sponsor Address: 6500 W. 65TH STREET, CHICAGO, IL, 60638
- Plan Type: DB
- 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. |
|---|---|---|---|---|
| 2025 | 81 | $29.9M | $0 | $0 |
| 2024 | 87 | $37.1M | $0 | $0 |
| 2023 | 94 | $42.6M | $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 | $26,500 | — | $26,500 |
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: $26,500
- Estimated Expense Ratio: 0.089% 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 | $847,394 | $111,052 | — | $26,500 | — |
| 2024 | $817,805 | $129,904 | — | $26,500 | — |
| 2023 | $914,331 | $111,648 | — | — | $227,636 |