Trustees of Cement Masons' Local 502 and Plasterers' Area 5 Annuity Fu retirement plan: assets, participants and fees
What Trustees of Cement Masons' Local 502 and Plasterers' Area 5 Annuity Fu's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Legacy Professionals LLP | Schedule C ↗ |
| Independent auditor | Legacy Professionals LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 98 defined-contribution plans in construction with 1,000 to 4,999 participants.
| Trustees of Cement Masons' Local 502 and Plasterers' Area 5 Annuity Fu: employer contribution per participant | $4,964 | |
| Peer median | $3,042 |
| Trustees of Cement Masons' Local 502 and Plasterers' Area 5 Annuity Fu: average balance | $39,481 | |
| Peer median | $88,965 |
| Trustees of Cement Masons' Local 502 and Plasterers' Area 5 Annuity Fu: admin expenses ÷ assets | 0.42% | |
| Peer median | 0.18% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $41.3M at the end of plan year 2021 to $77.7M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 2,479 | $77.7M | $9.8M | $4,964 | 0.42% | Not published | Form 5500 ↗ |
| 2024 | 2,421 | $60.3M | $7.5M | $3,920 | 0.42% | Not published | Form 5500 ↗ |
| 2023 | 2,272 | $48.3M | $6.2M | $3,322 | 0.53% | Not published | Form 5500 ↗ |
| 2022 | 2,153 | $37.1M | $4.5M | $2,485 | 0.46% | Not published | Form 5500 ↗ |
| 2021 | 2,040 | $41.3M | $4M | $2,307 | 0.50% | Not published | Form 5500 ↗ |
Common questions
Does Trustees of Cement Masons' Local 502 and Plasterers' Area 5 Annuity Fu match 401(k) contributions?
The match terms for the Cement Masons' Local 502 and Plasterers' Area 5 an have not been published from its filing yet. The plan year 2025 filing reports $9.8M in employer contributions, about $4,964 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trustees of Cement Masons' Local 502 and Plasterers' Area 5 Annuity Fu 401(k) match vested?
The vesting schedule for the Cement Masons' Local 502 and Plasterers' Area 5 an is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees of Cement Masons' Local 502 and Plasterers' Area 5 Annuity Fu 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Legacy Professionals LLP. The plan administrator is Trustees of Cement Masons' Local 502 and Plasterers' Area 5 Annuity Fu.
I left Trustees of Cement Masons' Local 502 and Plasterers' Area 5 Annuity Fu. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trustees of Cement Masons' Local 502 and Plasterers' Area 5 Annuity Fu, (708) 544-9105) or the recordkeeper, Legacy Professionals LLP. The Trustees of Cement Masons' Local 502 and Plasterers' Area 5 Annuity Fu old 401(k) page lists the contacts from every plan filing. Find an old Trustees of Cement Masons' Local 502 and Plasterers' Area 5 Annuity Fu 401(k)
Data from the public Form 5500 annual reports Trustees of Cement Masons' Local 502 and Plasterers' Area 5 Annuity Fu filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Trustees of Cement Masons' Local 502 and Plasterers' Area 5 Annuity Fu. Not financial advice. Report a correction · Methodology