Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees of Ceramic Tile and Terrazzo Local 67 B.A.C AnnuityProfit-sharing plan

CERAMIC TILE AND TERRAZZO LOCAL 67 B.A.C. ANNUITY TRUST FUND · ELMHURST, IL · plan year 2024

Reported admin expense ratio · 2024
0.48%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Board of Trustees of Ceramic Tile and Terrazzo Local 67 B.A.C Annuity reported $794,714 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~90% of peers. Employer contributions averaged $14,858 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.45% to 0.48%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 372nd-largest of 3,702 plans among Illinois employers on file, and the 392nd of 5,337 in construction. active participation has shrunk from 781 to 660 since 2022.

Plan summary
Net assets, end of year$172,300,410
Participants with balances1,468
Active participants660
Employer contributions$9,805,951
Employee contributions—
Employer contribution per active participant$14,858
Average account balance$117,371
Benefits paid to participants$10,956,362
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$172.3M · 1,468 accts · $9.8M emplr
2023$157.2M · 1,516 accts · $9.3M emplr
2022$137.0M · 1,540 accts · $8.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,397
Investment management$539,295
Audit (IQPA)$28,600
Trustee / custodial$2,508
Total administrative$794,714
Employer contributions to the Board of Trustees of Ceramic Tile and Terrazzo Local 67 B.A.C Annuity plan · 2024
Employer contribution per active participant$14,858
Median for plans this size$3,635
2024$14,858 per active participant
2023$11,719 per active participant
2022$11,030 per active participant

Board of Trustees of Ceramic Tile and Terrazzo Local 67 B.A.C Annuity's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20249
LEGACY PROFESSIONALS LLP · Accounting / audit · Recordkeeping$32,295
SEI INVESTMENT COMPANY · Trustee · Trustee (discretionary)$505,552
R. ORTIZ-MALDONADO$81,204
A. WYDRA · Plan administrator$26,524
JACOBS, BURNS, ORLOVE & HERNANDEZ · Legal$10,449
HOUR GLASS TECHNOLOGIES INC · Other services$10,125
JAMES FULTON · Trustee$7,498
MARCO, MCGUIRE & ARREOLA · Legal$6,313
MACNELL ACCOUTNING & CONSULTING · Accounting / audit$5,268

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024LEGACY PROFESSIONALS LLP
2023LEGACY PROFESSIONALS LLP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$794,714 · 0.48%
2023$730,028 · 0.50%
2022$669,685 · 0.45%
Similar plansConstruction · Illinois
Tecta America Corp. IL$188.8M · 0.22%
The Pepper Companies, Inc. IL$164.6M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363707316 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.