# Trustees Of Cement Masons' Local 502 And Plasterers' Area 5 Annuity Fu DC Plan
Source: https://planprovider.pro/companies/trustees-of-cement-masons-local-502-and-plasterers-area-5-annuity-fu-plan

> Trustees Of Cement Masons' Local 502 And Plasterers' Area 5 Annuity Fu's DC plan: 2,387 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## 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

- **Total Participants:** 2,387

- **Total Assets:** $60.4M

## 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|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|NONE|$72,376|—|$72,376|

| LEGACY PROFESSIONALS LLP|NONE|$27,838|—|$27,838|

| JOHNSON & KROL|NONE|$13,216|—|$13,216|

| MARQUETTE ASSOCIATES|NONE|$8,000|—|$8,000|

### 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) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $121,430

- **Estimated Expense Ratio:** 0.201% 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|$226,902|$8,000|$72,376|$17,750|—|

| 2023|$224,246|$7,000|$54,424|$17,000|—|

| 2022|$180,025|$7,000|—|—|$78,763|

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