# Board Of Trustees Nw Ohio Carp Mw Pd Supplemental DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-nw-ohio-carp-mw-pd-supplemental-plan

> Board Of Trustees Nw Ohio Carp Mw Pd Supplemental&#39;s DC plan: 2,430 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Nw Ohio Carp Mw Pd Supplemental

- **Sponsor EIN:** 341697633

- **Sponsor Address:** P.O. BOX 1330, HOLLAND, OH, 43528

- **Plan Type:** DC

- **Total Participants:** 2,430

- **Total Assets:** $324.1M

## 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|2,430|$324.1M|$0|$0|

| 2023|2,240|$295.8M|$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|

| CLARK, SCHAEFER, HACKETT & CO.|Auditor|$11,000|—|$11,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $11,000

- **Estimated Expense Ratio:** 0.003% 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|$710,485|$360,177|$172,404|$11,000|—|

| 2023|$525,269|$333,385|$100,714|—|$48,323|

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