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Original filing (PDF)20260114171618NAL0017942515002
TRUSTEES CHICAGO PAINTERS & DECORATORS DEFERRED SAVINGS PLAN
Form 5500
FILING_RECEIVED
CHICAGO PAINTERS & DECORATORS DEFERRED SAVINGS PLA
Health & welfare plan
Signals · 3
74% in single holding~78 bps in Sched C feesNo recordkeeper disclosed
Active participants
2,418
Accounts w/ balance
—
Plan assets (EOY)
$7.0M
Net assets (EOY)
$6.9M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "SHORT TERM INVESTMENTS FUNDS GS Fin Sq Gov #465" is 74% of plan.
- 78 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES CHICAGO PAINTERS & DECORATORS DEFERRED SAVINGS PLAN.
Plan sponsor
Name
TRUSTEES CHICAGO PAINTERS & DECORATORS DEFERRED SAVINGS PLAN
EIN
36-6162468
Address
8205 S. CASS AVE. · SUITE 102 · DARIEN, IL · 60561
Phone
(630) 960-5572
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-14
Welfare benefit codes
4Q · Other
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 |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. | 52-1590516 | — | NONE | $25K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $12K | — |
| LEGACY PROFESSIONALS | 32-0043599 | — | NONE | $12K | — |
| MARQUETTE ASSOCIATES | 36-3485298 | — | NONE | $6K | — |
Investments
2 direct securities· $6.0M(86% of reported assets)
Uncategorized
$4.4M
1 holding
Mutual Funds
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SHORT TERM INVESTMENTS FUNDS GS Fin Sq Gov #465 | — | — | $4.4M | $4.4M | 63.1% | |
| S Vanguard Short-Term Corporate Bond Index Fund | Mutual Funds | — | $1.6M | $1.6M | 22.5% |
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