Plan Ledger DOL Form 5500 · updated monthly

Tuckpointers Local 52 Defined Contribution Annuity Trust FundDC plan

TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND · ELMHURST, IL · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Tuckpointers Local 52 Defined Contribution Annuity Trust Fund reported $622,580 in plan administrative expenses for 2024: 0.32% of average plan assets, higher than ~75% of peers. Employer contributions averaged $7,239 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 0.17% to 0.32%. 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 332nd-largest of 3,702 plans among Illinois employers on file, and the 340th of 5,337 in construction. active participation has shrunk from 3,075 to 1,838 since 2022.

Plan summary
Net assets, end of year$202,101,612
Participants with balances1,817
Active participants1,838
Employer contributions$13,305,361
Employee contributions—
Employer contribution per active participant$7,239
Average account balance$111,228
Benefits paid to participants$10,717,189
Plan auditUnmodified (clean) audit opinion
AuditorCYGAN HAYES LTD.
Plan history3
Yearassets · accounts · employer contribution
2024$202.1M · 1,817 accts · $13.3M emplr
2023$183.4M · 1,864 accts · $13.5M emplr
2022$165.2M · 1,793 accts · $13.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,215
Investment management$171,179
Audit (IQPA)$24,600
Trustee / custodial$3,205
Total administrative$622,580
Employer contributions to the Tuckpointers Local 52 Defined Contribution Annuity Trust Fund plan · 2024
Employer contribution per active participant$7,239
Median for plans this size$3,635
2024$7,239 per active participant
2023$7,338 per active participant
2022$4,443 per active participant

Tuckpointers Local 52 Defined Contribution Annuity Trust Fund'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 · 202412
INNOVATIVE SOFTWARE SOLUTIONS, INC. · Recordkeeping$35,756
NOVENTECH · Recordkeeping$6,193
CYGAN HAYES LTD. · Accounting / audit$91,049
JOHN KALLIANIS · Plan administrator$64,824
MARQUETTE ASSOCIATES, INC · Investment advisory (plan)$40,000
PRASAD ELAMANA$27,301
STRATEGIC ADVISORS, INC. · Investment advisory (participants)$19,694
BAUM, SIGMAN, AUERBACH, & NEUMAN · Legal$19,058
THE SEGAL COMPANY · Actuarial$12,870
ASSOCIATED AGENCIES$12,083

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

Recordkeeper by year2
2024INNOVATIVE SOFTWARE SOLUTIONS, INC., NOVENTECH
2023INNOVATIVE SOFTWARE SOLUTIONS, INC.

This plan has changed recordkeepers within these filings. If you left Tuckpointers Local 52 Defined Contribution Annuity Trust Fund before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$622,580 · 0.32%
2023$477,799 · 0.27%
2022$278,226 · 0.17%
Similar plansConstruction · Illinois
Morton Buildings, Inc. IL$211.2M · 0.07%
Tecta America Corp. IL$188.8M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 366940923 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.