Tuckpointers Local 52 Defined Contribution Annuity Trust Fund retirement plan: assets, participants and fees
What Tuckpointers Local 52 Defined Contribution Annuity Trust Fund'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 | Innovative Software Solutions, Inc. | Schedule C ↗ |
| Independent auditor | Cygan Hayes Ltd. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 570 defined-contribution plans in construction with 1,000 to 4,999 participants.
| Tuckpointers Local 52 Defined Contribution Annuity Trust Fund: employer contribution per participant | $7,323 | |
| Peer median | $2,900 |
| Tuckpointers Local 52 Defined Contribution Annuity Trust Fund: average balance | $111,228 | |
| Peer median | $67,876 |
| Tuckpointers Local 52 Defined Contribution Annuity Trust Fund: admin expenses ÷ assets | 0.32% | |
| Peer median | 0.26% |
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 $158M at the end of plan year 2021 to $202M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,947 | $202M | $13.3M | $7,323 | 0.32% | Not published | Form 5500 ↗ |
| 2023 | 1,947 | $183M | $13.5M | $7,235 | 0.27% | Not published | Form 5500 ↗ |
| 2022 | 3,159 | $165M | $13.7M | $7,620 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 3,199 | $158M | $11.6M | $6,241 | 0.17% | Not published | Form 5500 ↗ |
Common questions
Does Tuckpointers Local 52 Defined Contribution Annuity Trust Fund match 401(k) contributions?
The match terms for the Tuckpointers Local 52 Defined Contribution Annuity Trust Fund have not been published from its filing yet. The plan year 2024 filing reports $13.3M in employer contributions, about $7,323 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tuckpointers Local 52 Defined Contribution Annuity Trust Fund 401(k) match vested?
The vesting schedule for the Tuckpointers Local 52 Defined Contribution Annuity Trust Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tuckpointers Local 52 Defined Contribution Annuity Trust Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Innovative Software Solutions, Inc.. The plan administrator is Tuckpointers Local 52 Defined Contribution Annuity Trust Fund.
I left Tuckpointers Local 52 Defined Contribution Annuity Trust Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tuckpointers Local 52 Defined Contribution Annuity Trust Fund, (630) 516-8008) or the recordkeeper, Innovative Software Solutions, Inc.. The Tuckpointers Local 52 Defined Contribution Annuity Trust Fund old 401(k) page lists the contacts from every plan filing. Find an old Tuckpointers Local 52 Defined Contribution Annuity Trust Fund 401(k)
Data from the public Form 5500 annual reports Tuckpointers Local 52 Defined Contribution Annuity Trust Fund filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Tuckpointers Local 52 Defined Contribution Annuity Trust Fund. Not financial advice. Report a correction · Methodology