# Bd Of Trustees Ohio Local No 1 DB Plan
Source: https://planprovider.pro/companies/bd-of-trustees-ohio-local-no-1-316126988-001

> Bd Of Trustees Ohio Local No 1's DB plan: 338 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/dgperry-pllc) — Auditor

- [MANNING & NAPIER ADVISORS, LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [ULLICO CASUALTY GROUP, LLC](https://planprovider.pro/provider/the-vanguard-group-inc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-trustees-ohio-local-no-1-316126988-001)

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