Plan Snapshot
- Plan Sponsor: Tuckpointers Local 52 Defined Contribution Annuity Trust Fund
- Sponsor EIN: 366940923
- Sponsor Address: 660 N INDUSTRIAL DRIVE, SUITE 201, ELMHURST, IL, 60126
- Plan Type: DC
- Plan Number: 003
- Total Participants: 1,838
- Total Assets: $202.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,838 | $202.1M | $13.3M | $0 |
| 2023 | 1,838 | $183.4M | $13.5M | $0 |
| 2022 | 3,075 | $165.2M | $13.7M | $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 |
|---|---|---|---|---|
| CYGAN HAYES LTD. | Other Service Provider | $91,049 | — | $91,049 |
| JOHN KALLIANIS | Recordkeeper | $64,824 | — | $64,824 |
| MARQUETTE ASSOCIATES, INC | Other Service Provider | $40,000 | — | $40,000 |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. | Other Service Provider | $35,756 | — | $35,756 |
| PRASAD ELAMANA | Recordkeeper | $27,301 | — | $27,301 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $19,694 | — | $19,694 |
| BAUM, SIGMAN, AUERBACH, & NEUMAN | Other Service Provider | $19,058 | — | $19,058 |
| THE SEGAL COMPANY | Other Service Provider | $12,870 | — | $12,870 |
| ASSOCIATED AGENCIES | Other Service Provider | $12,083 | — | $12,083 |
| NOVENTECH | Other Service Provider | $6,193 | — | $6,193 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN KALLIANIS — Recordkeeper
- PRASAD ELAMANA — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $328,828
- Estimated Expense Ratio: 0.163% 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 | $622,580 | $171,179 | — | $24,600 | — |
| 2023 | $477,799 | $55,029 | — | $21,275 | — |
| 2022 | $278,226 | $49,556 | — | — | $101,535 |