# Board Of Trustees Of Cleveland Soft Drink Workers Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-cleveland-soft-drink-workers-pension-plan-plan

> Board Of Trustees Of Cleveland Soft Drink Workers Pension Plan's DB plan: 0 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 Of Cleveland Soft Drink Workers Pension Plan

- **Sponsor EIN:** 346613099

- **Sponsor Address:** 3236 W 25TH ST, CLEVELAND, OH, 441091668

- **Plan Type:** DB

- **Total Participants:** 0

- **Total Assets:** $2.6M

## 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|0|$2.6M|$254,496|$0|

| 2023|0|$3.5M|$254,496|$0|

| 2022|0|$4.2M|$254,184|$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|

| CLEVE SOFT DRINK WORKERS LOC 1164|UNION|$54,850|—|$54,850|

| THE SEGAL COMPANY|NONE|$11,048|—|$11,048|

| J. SCHAEFER & COMPANY LLC|NONE|$9,500|—|$9,500|

| ANDCO CONSULTING|NONE|$6,875|—|$6,875|

| KEY CORP|NONE|$5,494|—|$5,494|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [J. SCHAEFER & COMPANY LLC](https://planprovider.pro/provider/j-schaefer-and-company-llc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $87,767

- **Estimated Expense Ratio:** 3.366% 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|$167,633|—|—|$9,500|—|

| 2023|$101,789|$16,902|$33,648|$9,500|—|

| 2022|$103,118|$22,662|$29,225|—|$17,533|

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