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
- 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. |
|---|---|---|---|---|
| 2025 | 1,838 | $202.1M | $0 | $0 |
| 2024 | 1,838 | $183.4M | $0 | $0 |
| 2023 | 3,075 | $165.2M | $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 | $24,600 | — | $24,600 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,600
- Estimated Expense Ratio: 0.012% 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 | $622,580 | $171,179 | — | $24,600 | — |
| 2024 | $477,799 | $55,029 | — | $21,275 | — |
| 2023 | $278,226 | $49,556 | — | — | $101,535 |