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Original filing (PDF)20260114170112NAL0017561264004
BD OF TRUSTEES OF CHICAGO PAINTERS & DECORATORS RETIREMENT SAVINGS FD
Form 5500
FILING_RECEIVED
CHICAGO PAINTERS AND DECORATORS RETIREMENT SAVINGS
Defined-contribution retirement plan
Signals · 4
51% in single holding~84 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
3,059
Accounts w/ balance
3,116
Plan assets (EOY)
$28.8M
Net assets (EOY)
$28.5M
How this plan invests
This plan
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Description M Interest Maturity Cost Value Mutual Funds Shares VANGUARD TOTAL BOND MARKET INDEX INST" is 51% of plan.
- 84 bps in Schedule C fees — 189% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BD OF TRUSTEES OF CHICAGO PAINTERS & DECORATORS RETIREMENT SAVINGS FD.
Plan sponsor
Name
BD OF TRUSTEES OF CHICAGO PAINTERS & DECORATORS RETIREMENT SAVINGS FD
EIN
85-1174398
Address
8205 S. CASS AVENUE · SUITE 102 · DARIEN, IL · 605615314
Phone
(630) 960-5572
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-14
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | — | GREENWOOD VILLAGE, CO | NONE | $171K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $32K | — |
| ARNOLD & KADJAN | 36-2498571 | — | NONE | $12K | — |
| LANER MUCHIN | 36-3088463 | — | NONE | $12K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $9K | — |
| BOND BROTHERS | 36-2433269 | — | NONE | $5K | — |
Investments
12 direct securities· $27.7M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Description M Interest Maturity Cost Value Mutual Funds Shares VANGUARD TOTAL BOND MARKET INDEX INST | — | — | $13.9M | $14.1M | 49.1% | |
| VANGUARD TOTAL INST TTL STK MKT IDX I | — | — | $13.0M | $13.1M | 45.4% | |
| }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DESCRIPTION BEGINNING ENDING }}}}}}}}}}} }}}}}}}}}}}}}} DUE TO RELATED ORGANIZATION | — | — | $102K | $323K | 1.1% | |
| }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DESCRIPTION BEGINNING ENDING }}}}}}}}}}} }}}}}}}}}}}}}} ACCRUED INTEREST AND DIVIDENDS | — | — | $24K | $47K | 0.2% | |
| }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DESCRIPTION AMOUNT }}}}}}}}}}} }}}}}}}}}}}}}} LIQUIDATED DAMAGES | — | — | — | $18K | <0.1% | |
| COMPUTER PROGRAMMING | — | — | — | $15K | <0.1% | |
| OFFICE EXPENSE | — | — | — | $9K | <0.1% | |
| RENT AND UTILITIES | — | — | — | $8K | <0.1% | |
| PRINTING | — | — | — | $6K | <0.1% | |
| PAYROLL TAXES | — | — | — | $5K | <0.1% | |
| }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DESCRIPTION AMOUNT }}}}}}}}}}} }}}}}}}}}}}}}} INSURANCE | — | — | — | $3K | <0.1% | |
| ~~~~~~~~~~~~~~ 23 STATEMENT(S) 1, 2, 3, 4 10510112 769095 PAM1046 | — | — | — | $2K | <0.1% |