Plan Snapshot
- Plan Sponsor: Board Of Trustees Northwest Ohio Area Industries Uaw Retirement INC.
- Sponsor EIN: 344437724
- Sponsor Address: PO BOX 1330, HOLLAND, OH, 43528
- Plan Type: DB
- Plan Number: 001
- Total Participants: 95
- Total Assets: $36.9M
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 | 95 | $36.9M | $130,144 | $0 |
| 2023 | 94 | $36.9M | $132,356 | $0 |
| 2022 | 1,285 | $34.8M | $0 | $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 |
|---|---|---|---|---|
| NORTHWESTERN OHIO ADMINISTRATORS IN | Recordkeeper | $73,117 | — | $73,117 |
| CUNI, RUST & STRENK, INC. | Other Service Provider | $45,525 | — | $45,525 |
| MORGAN STANLEY-SMITH BARNEY | Other Service Provider | $40,000 | — | $40,000 |
| ALLOTTA FARLEY CO., LPA | Other Service Provider | $35,876 | — | $35,876 |
| CLARK, SCHAEFER, HACKETT & CO. | Other Service Provider | $26,650 | — | $26,650 |
| CAMBAIR INVESTORS LLC | Other Service Provider | $16,387 | — | $16,387 |
| HUNTINGTON INSURANCE, INC. | Other Service Provider | $14,089 | — | $14,089 |
| SAGE ADVISORY SERVICES | Other Service Provider | $7,933 | — | $7,933 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $259,577
- Estimated Expense Ratio: 0.704% 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 | $325,052 | $82,402 | $73,237 | $25,650 | — |
| 2023 | $303,579 | $91,582 | $64,473 | $23,750 | — |
| 2022 | $3,400,287 | $96,500 | $42,218 | $22,150 | — |