Plan Snapshot
- Plan Sponsor: Tuckpointer Local 52 Pension Plan
- Sponsor EIN: 366122163
- Sponsor Address: 660 INDUSTRIAL DRIVE, SUITE 201, ELMHURST, IL, 60126
- Plan Type: DB
- Plan Number: 001
- Total Participants: 1,003
- Total Assets: $410.0M
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. |
|---|---|---|---|---|
| 2024 | 1,003 | $410.0M | $12.7M | $0 |
| 2023 | 1,062 | $383.5M | $12.7M | $0 |
| 2022 | 1,098 | $337.9M | $12.7M | $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 |
|---|---|---|---|---|
| ULLICO INFRASTRUCTURE TAX-EXEMPT | Other Service Provider | $261,297 | — | $261,297 |
| HARRIS ASSOCIATES L.P. | Other Service Provider | $214,692 | — | $214,692 |
| MARQUETTE ASSOCIATES, INC. | Other Service Provider | $205,000 | — | $205,000 |
| SANDS CAPITAL MANAGEMENT | Other Service Provider | $184,708 | — | $184,708 |
| CYGAN HAYES, LTD. | Other Service Provider | $157,828 | — | $157,828 |
| THE SEGAL COMPANY | Other Service Provider | $145,396 | — | $145,396 |
| LOOMIS SAYLES CORE PLUS FIXED INCOM | Other Service Provider | $102,219 | — | $102,219 |
| SILVERCREST ASSET MANAGEMENT GROUP | Other Service Provider | $89,351 | — | $89,351 |
| MIDWEST INTERNATIONAL TRUST COMPANY | Other Service Provider | $84,861 | — | $84,861 |
| PRASAD I. ELAMANA | Recordkeeper | $70,983 | — | $70,983 |
| JOHN KALLIANIS | Recordkeeper | $64,824 | — | $64,824 |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. | Other Service Provider | $48,633 | — | $48,633 |
| BAUM SIGMAN AUERBACH & NUEMAN | Other Service Provider | $33,427 | — | $33,427 |
| ASSOCIATED AGENCIES, INC | Other Service Provider | $12,083 | — | $12,083 |
| NOVENTECH | Other Service Provider | $7,920 | — | $7,920 |
| PBI RESEARCH SERVICES | Other Service Provider | $7,603 | — | $7,603 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRASAD I. ELAMANA — Recordkeeper
- JOHN KALLIANIS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,690,825
- Estimated Expense Ratio: 0.412% 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 | $1,983,546 | $1,142,128 | — | $42,000 | — |
| 2023 | $1,752,573 | $947,781 | — | $40,035 | — |
| 2022 | $1,412,310 | $205,000 | $652,469 | — | $246,825 |