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
- 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. |
|---|---|---|---|---|
| 2025 | 1,003 | $410.0M | $0 | $0 |
| 2024 | 1,062 | $383.5M | $0 | $0 |
| 2023 | 1,098 | $337.9M | $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 |
|---|---|---|---|---|
| CYGAN HAYES LTD. | Auditor | $42,000 | — | $42,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,000
- Estimated Expense Ratio: 0.010% 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 | $1,983,546 | $1,142,128 | — | $42,000 | — |
| 2024 | $1,752,573 | $947,781 | — | $40,035 | — |
| 2023 | $1,412,310 | $205,000 | $652,469 | — | $246,825 |