Tuckpointers Local 52 Defined Contribution Annuity Trust Fund

Form 5500 Data

Tuckpointers Local 52 Defined Contribution Annuity Trust Fund

56

Overview

Plan Rating

BrightScope Rating
56
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (9)
Average in Peer Group (64)
Highest in Peer Group (90)

Plan Description

Tuckpointers Local 52 Defined Contribution Annuity Trust Fund is a defined contribution plan. This plan has a BrightScope Rating of 56. This plan is in the top 15% of plans for Company Generosity. Tuckpointers Local 52 Defined Contribution Annuity Trust Fund currently has over 3,100 active participants and over $131.1M in plan assets.

Did you know?

For the average 401k participant, the 34 point difference between this plan's BrightScope Rating (56) and the top rated plan (90) could equate to:
19
Additional years of work
247,953
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 4/30/2020
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 660 N Industrial Drive, Suite 201
  • Location
    Elmhurst , IL
  • 60126
  • Industry
    Construction
  • Administrator
    Terry Rocco
  • Sponsor
    Hector Arellano
  • Net Plan Assets
    $131,000,000
  • Total Participants
    3,200
  • Avg Account Balance
    $70,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Poor
Account Balance:
Above Average

Design

Total Plan Cost:
High Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Poor
Salary Deferrals:
Poor
Account Balance:
Average

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

22

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Asset Manager 20% 73%
62%
JPMorgan SmartRetirement Blend 9%
33%
Fidelity Managed Income Portfolio 3%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Marquette Associates, Inc.
Administration
Associated Agencies, Inc.
Legal Counsel
Baum, Sigman, Etal
Insurance Advisor/Broker
Chubb & Sons
Investment Adviser
Pavilion Advisory Group, Inc.
Recordkeeper
Innovative Software Solutions Inc
Recordkeeper
Fidelity
Auditor
Cygan Hayes Ltd.

Articles and Questions

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