# Tuckpointers Local 52 Defined Contribution Annuity Trust Fund DC Plan
Source: https://planprovider.pro/companies/tuckpointers-local-52-defined-contribution-annuity-trust-fund-366940923-003

> Tuckpointers Local 52 Defined Contribution Annuity Trust Fund's DC plan: 1,838 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

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

- [PRASAD ELAMANA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|

## Similar Plans

- [Tecta America](https://planprovider.pro/companies/tecta-america-841505685-501) — 11,800 participants

- [Trustees Of Bricklayers And Stone Masons Il Dc No. 1 B.A.C. Annuity Fu](https://planprovider.pro/companies/trustees-of-bricklayers-and-stone-masons-il-dc-no-1-b-a-c-annuity-fu-plan) — 5,019 participants

- [Tecta America Corp.](https://planprovider.pro/companies/tecta-america-corp-401k-plan) — 3,848 participants

- [Trustees Of Roofers Unions Welfare Trust Fund](https://planprovider.pro/companies/trustees-of-roofers-unions-welfare-trust-fund-362226396-501) — 2,181 participants

- [Board Of Trustees Of Roofers Pension Fund](https://planprovider.pro/companies/board-of-trustees-of-roofers-pension-fund-plan) — 2,046 participants

- [Board Of Trustees Of The Sheet Metal Workers 73 Pension Fund](https://planprovider.pro/companies/board-of-trustees-of-the-sheet-metal-workers-73-pension-fund-plan) — 1,914 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tuckpointers-local-52-defined-contribution-annuity-trust-fund-366940923-003)

© 2026 PlanProvider.Pro