Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Insulators Local 41 Supplemental Pension Fund
- Sponsor EIN: 454183186
- Sponsor Address: PO BOX 1330, HOLLAND, OH, 43528
- Plan Type: DC
- Total Participants: 105
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 105 | $9.7M | $871,059 | $0 |
| 2023 | 93 | $8.4M | $842,496 | $0 |
| 2022 | 107 | $7.0M | $887,234 | $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 |
|---|---|---|---|---|
| THE TRUST COMPANY OF TOLEDO | CUSTODIAN | $39,731 | — | $39,731 |
| NORTHWESTERN OHIO ADMINISTRATORS | NONE | $14,258 | — | $14,258 |
| WHITINGER & COMPANY LLC | NONE | $12,750 | — | $12,750 |
| ALLOTA, FARLEY CO. LPA | NONE | $11,207 | — | $11,207 |
| EPIC RETIREMENT PLAN SERVICES, INC. | NONE | $8,032 | — | $8,032 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITINGER & COMPANY LLC — NONE
- EPIC RETIREMENT PLAN SERVICES, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,978
- Estimated Expense Ratio: 0.887% 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 | $89,300 | $39,731 | $18,943 | $12,750 | — |
| 2023 | $83,127 | — | $10,346 | $11,200 | — |
| 2022 | $81,181 | $32,166 | $11,220 | — | $20,508 |