TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND

Plan Contact

  • Address: 660 N INDUSTRIAL DRIVE, SUITE 201,ELMHURST,IL
  • Contact person: JOHN V. KALLIANIS
  • Phone: (630) 516-8008

Plan General Information

TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND is $165,222,776.00.This plan was established in 1990.

TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND is 3199

TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND Average Participant Retirement Account Value

In 2023, the average participant retirement account value for TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND is $51,648.00

TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND is approximately $4,271.00
Investing in this additonal $4,271.00 for 20 years would give you extra $273,354.00, assuming a 10% annual return.

TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND is 4.89%.

TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND is 1.35%. This measures the effectiveness of the plan participants' investments in the year.

TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND Expense Ratio

In 2023, the investment and administrative expense ratio of TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND is 0.17%.

Enrollment Features

TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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