Retirement plan

DECORATORS UNION LOCAL 17U SUPPLEMENTAL PENSION PLAN

Name: BD OF TRUSTEES OF THE DECORATORS L17U C/O UNITED STEEL WORKERS OF AMER - DECORATORS UNION LOCAL 17U SUPPLEMENTAL PENSION PLAN (2025) Form 5500
Creator: BD OF TRUSTEES OF THE DECORATORS L17U C/O UNITED STEEL WORKERS OF AMER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DECORATORS UNION LOCAL 17U SUPPLEMENTAL PENSION PLAN, BD OF TRUSTEES OF THE DECORATORS L17U C/O UNITED STEEL WORKERS OF AMER

BD OF TRUSTEES OF THE DECORATORS L17U C/O UNITED STEEL WORKERS OF AMEREIN 36-4176029Plan #001PY 2025

361 S. FRONTAGE ROAD SUITE 118 - BURR RIDGE, IL 60527773-523-0071

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$26.4M

+22.9% from 2024

Total participants

344

+0.9% from 2024

Average account balance

$76,754

+21.9% from 2024

Annual return

12.04%

-3.05 pp from 2024

Benchmarks

See 158 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort158 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$26.40M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$77K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

344

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.24M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.04%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$241

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$31,193
THOMAS PARAVOLA10+ years Filed as: THOMAS J PARAVOLA Service code 29 · EIN 36-2909242	Legal	$16,000
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599	Accounting	$14,200
PENSION ASSURANCE LLP10+ years Filed as: THE PENSION SPECIALISTS Service code 13 · EIN 36-3592542	Contract Administrator	$14,198

Plan features & details

Pension benefit codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$83K

$241 / participant

Recordkeeping$7K8.7%
Investment mgmt$24K29.0%
Legal$16K19.3%
Contract admin$14K17.1%
Other / not subdivided$21K25.9%

% of EOY assets

0.314%

all-in expense ratio

Categories reported

4 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: LEGACY PROFESSIONALS LLP
Auditor EIN: 320043599
Audit fees: $14,200
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$76,754

$81,557-5.9%

$123,973-38.1%

$65,191+17.7%

Participation rate

100.0%

77.8%+22.2pp

76.7%+23.3pp

63.0%+37.0pp

Annual return

12.04%

11.45%+0.6pp

388.13%-376.1pp

51.24%-39.2pp

Employer contribution / active EE

$6,700

$4,637+44.5%

$4,126+62.4%

$2,400+179.2%

Participant deferral / active EE

$2,727

$2,628+3.8%

$5,247-48.0%

$2,671+2.1%

Admin fee / account holder

$241

$1,040-76.8%

$11,799-98.0%

$907-73.5%

Provider

Service type

Compensation

NATIONWIDE10+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$31,193

THOMAS PARAVOLA10+ years

Filed as: THOMAS J PARAVOLA

Service code 29 · EIN 36-2909242

Legal

$16,000

LEGACY PROFESSIONALS LLP10+ years

Service code 10 · EIN 32-0043599

Accounting

$14,200

PENSION ASSURANCE LLP10+ years

Filed as: THE PENSION SPECIALISTS

Service code 13 · EIN 36-3592542

Contract Administrator

$14,198

DECORATORS UNION LOCAL 17U SUPPLEMENTAL PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DECORATORS UNION LOCAL 17U SUPPLEMENTAL PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion