# Tuckpointer Local 52 Pension Plan DB Plan
Source: https://planprovider.pro/companies/tuckpointer-local-52-pension-plan-366122163-001

> Tuckpointer Local 52 Pension Plan's DB plan: 1,003 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JOHN KALLIANIS](https://planprovider.pro/provider/john-hancock) — 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|

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