Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Shopmen'S Local No. 499 Pension Plan
- Sponsor EIN: 346685472
- Sponsor Address: PO BOX 1330, HOLLAND, OH, 435281330
- Plan Type: DB
- Total Participants: 0
- Total Assets: $12.3M
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. |
|---|---|---|---|---|
| 2025 | 0 | $12.3M | $0 | $0 |
| 2024 | 150 | $12.7M | $1.6M | $0 |
| 2023 | 95 | $10.6M | $368,755 | $0 |
| 2022 | 131 | $9.6M | $2.2M | $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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $44,149 | $10,000 | — | — | — |
| 2024 | $221,845 | $58,590 | — | $24,150 | — |
| 2023 | $260,613 | $58,249 | $41,011 | — | — |
| 2022 | $234,470 | $38,097 | $36,272 | — | $141,701 |