Plan Snapshot
- Plan Sponsor: Trustees Of Cement Masons' Local 502 And Plasterers' Area 5 Annuity Fu
- Sponsor EIN: 364280579
- Sponsor Address: 739 S 25TH AVENUE, BELLWOOD, IL, 60104
- Plan Type: DC
- Plan Number: 001
- Total Participants: 2,479
- Total Assets: $77.8M
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 | 2,479 | $77.8M | $0 | $0 |
| 2024 | 2,387 | $60.4M | $7.5M | $0 |
| 2023 | 2,237 | $48.4M | $6.2M | $0 |
| 2022 | 2,127 | $37.2M | $4.5M | $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 |
|---|---|---|---|---|
| QUORUM CONSULTING GROUP | Other Service Provider | $75,106 | — | $75,106 |
| LEGACY PROFESSIONALS LLP | Other Service Provider | $33,614 | — | $33,614 |
| JOHNSON & KROL | Other Service Provider | $29,701 | — | $29,701 |
| MARQUETTE ASSOCIATES | Other Service Provider | $8,000 | — | $8,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $146,421
- Estimated Expense Ratio: 0.188% 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 | $3,216,407 | $8,000 | $75,106 | $18,000 | — |
| 2024 | $226,902 | $8,000 | $72,376 | $17,750 | — |
| 2023 | $224,246 | $7,000 | $54,424 | $17,000 | — |
| 2022 | $180,025 | $7,000 | — | — | $78,763 |