Plan Snapshot
- Plan Sponsor: Painters Union Local #1052 Pension Trust Fund Trustees
- Sponsor EIN: 386082383
- Sponsor Address: 625 ENTERPRISE DRIVE, OAK BROOK, IL, 60523
- Plan Type: DB
- Total Participants: 231
- Total Assets: $39.0M
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 | 231 | $39.0M | $0 | $0 |
| 2024 | 232 | $34.2M | $0 | $0 |
| 2023 | 278 | $29.7M | $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 |
|---|---|---|---|---|
| WESLEY HADDAD & COMPANY LLC | Auditor | $7,100 | — | $7,100 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,100
- Estimated Expense Ratio: 0.018% 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 | $216,217 | — | $35,740 | $7,100 | — |
| 2024 | $207,270 | — | $34,265 | $6,800 | — |
| 2023 | $194,901 | $30,101 | $25,336 | — | $80,949 |