Plan Snapshot
- Plan Sponsor: Bd Of Trustees Ohio Local No 1
- Sponsor EIN: 316126988
- Sponsor Address: 3660 STUTZ DRIVE, SUITE 101, CANFIELD, OH, 44406
- Plan Type: DB
- Plan Number: 001
- Total Participants: 338
- Total Assets: $31.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 338 | $31.2M | $2.7M | $0 |
| 2023 | 285 | $27.9M | $2.3M | $0 |
| 2022 | 192 | $25.3M | $1.7M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BENESYS, INC | Other Service Provider | $61,911 | — | $61,911 |
| CUNI, RUST & STRENK, INC | Other Service Provider | $36,012 | — | $36,012 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $34,149 | — | $34,149 |
| ALLOTTA FARLEY CO LPA | Other Service Provider | $28,713 | — | $28,713 |
| MARINER WEALTH ADVISORS, LLC | Other Service Provider | $26,260 | — | $26,260 |
| PNC FINANCIAL SERVICES GROUP, INC. | Other Service Provider | $10,946 | — | $10,946 |
| DG PERRY, PLLC | Auditor | $10,000 | — | $10,000 |
| MANNING & NAPIER ADVISORS, LLC | Recordkeeper | $7,889 | — | $7,889 |
| ULLICO INVESTMENT SERVICES | Other Service Provider | $7,599 | — | $7,599 |
| PNC BANK NATIONAL ASSOCIATION | Other Service Provider | $6,783 | — | $6,783 |
| ULLICO CASUALTY GROUP, LLC | Recordkeeper | $6,216 | — | $6,216 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DG PERRY, PLLC — Auditor
- MANNING & NAPIER ADVISORS, LLC — Recordkeeper
- ULLICO CASUALTY GROUP, LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $236,478
- Estimated Expense Ratio: 0.759% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $287,912 | $89,200 | $60,780 | $10,000 | — |
| 2023 | $298,806 | $117,435 | $58,624 | $10,000 | — |
| 2022 | $281,460 | $99,821 | $56,916 | — | $68,600 |