Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Newspaper Publishers & Newspaper Drivers
- Sponsor EIN: 346514567
- Sponsor Address: 6051 CAREY DRIVE, VALLEY VIEW, OH, 44125
- Plan Type: DB
- Plan Number: 001
- Total Participants: 25
- Total Assets: $79.7M
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 | 25 | $79.7M | $177,839 | $0 |
| 2023 | 32 | $49.3M | $245,508 | $0 |
| 2022 | 38 | $48.9M | $2.1M | $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 |
|---|---|---|---|---|
| HORIZON ACTUARIAL SERVICES | Other Service Provider | $136,180 | — | $136,180 |
| KENNEDY CAPITAL MANAGEMENT | Other Service Provider | $57,397 | — | $57,397 |
| TUCKER ARENSBERG | ERISA Attorney | $37,854 | — | $37,854 |
| KEY TRUST | Other Service Provider | $35,410 | — | $35,410 |
| NEWTON INVESTMENT MANAGEMENT | Other Service Provider | $29,400 | — | $29,400 |
| ANDCO CONSULTING | Other Service Provider | $20,000 | — | $20,000 |
| ANCORA ADVISORS | Other Service Provider | $18,168 | — | $18,168 |
| HEALTH & WELFARE FUND OF 473 | Other Service Provider | $15,110 | — | $15,110 |
| J. SCHAEFER & COMPANY LLC | Auditor | $14,400 | — | $14,400 |
| TEAMSTERS LOCAL 473 | Other Service Provider | $11,246 | — | $11,246 |
| MARINER INSTITUTIONAL, LLC | Other Service Provider | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TUCKER ARENSBERG — ERISA Attorney
- J. SCHAEFER & COMPANY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $385,165
- Estimated Expense Ratio: 0.483% 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 | $437,944 | $134,966 | $26,081 | $14,400 | — |
| 2023 | $388,290 | $141,006 | $24,031 | $16,800 | — |
| 2022 | $381,009 | $219,520 | $21,951 | — | $83,860 |