Plan Snapshot
- Plan Sponsor: Board Of Trustees Northwestern Ohio Plumbers And Pipefitters
- Sponsor EIN: 346668665
- Sponsor Address: 7570 CAPLE BLVD STE B, NORTHWOOD, OH, 43619
- Plan Type: DC
- Total Participants: 2,422
- Total Assets: $375.5M
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 | 2,422 | $375.5M | $14.8M | $0 |
| 2023 | 2,118 | $342.5M | $13.3M | $0 |
| 2022 | 2,443 | $295.1M | $14.7M | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENT INSTITUIONAL OP | Recordkeeper | $52,540 | — | $52,540 |
| MARQUETTE ASSOCIATES INC. | Other Service Provider | $50,417 | — | $50,417 |
| BENESYS, INC. | Other Service Provider | $48,419 | — | $48,419 |
| NOVARA LAW GROUP, PLLC | Other Service Provider | $47,638 | — | $47,638 |
| TITUS & URBANSKI, INC. | Auditor | $21,500 | — | $21,500 |
| MACQUEEN AND ASSOCIATES LLC | Other Service Provider | $10,138 | $2,522 | $12,660 |
| STEFANSKY, HOLLOWAY & NICHOLS | Other Service Provider | $6,610 | — | $6,610 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENT INSTITUIONAL OP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $239,784
- Estimated Expense Ratio: 0.064% 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 | $396,332 | $50,417 | $48,419 | $21,500 | — |
| 2023 | $383,425 | $50,000 | $42,070 | $21,110 | — |
| 2022 | $349,318 | $44,726 | $23,548 | — | $107,765 |