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Original filing (PDF)20250715160042NAL0001449955001
TRUSTEES OF CEMENT MASONS' LOCAL 502 AND PLASTERERS' AREA 5 ANNUITY FU
Form 5500
FILING_RECEIVED
CEMENT MASONS' LOCAL 502 AND PLASTERERS' AREA 5 AN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,387
Accounts w/ balance
1,909
Plan assets (EOY)
$60.4M
Net assets (EOY)
$60.3M
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF CEMENT MASONS' LOCAL 502 AND PLASTERERS' AREA 5 ANNUITY FU.
Plan sponsor
Name
TRUSTEES OF CEMENT MASONS' LOCAL 502 AND PLASTERERS' AREA 5 ANNUITY FU
EIN
36-4280579
Address
739 S 25TH AVENUE · BELLWOOD, IL · 60104
Phone
(708) 544-9105
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-15
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUORUM CONSULTING GROUP | 37-1331544 | — | NONE | $72K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $28K | — |
| JOHNSON & KROL | 36-4342024 | — | NONE | $13K | — |
| MARQUETTE ASSOCIATES | 36-3485298 | — | NONE | $8K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.