Plan Snapshot
- Plan Sponsor: Board Of Trustees, Teamsters Union Local No. 52 Pension Fund
- Sponsor EIN: 516098763
- Sponsor Address: 8001 SWEET VALLEY DRIVE, VALLEY VIEW, OH, 44125
- Plan Type: DB
- Plan Number: 001
- Total Participants: 91
- Total Assets: $109.8M
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 | 91 | $109.8M | $1.7M | $0 |
| 2023 | 92 | $107.4M | $1.8M | $0 |
| 2022 | 109 | $90.8M | $2.0M | $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 SEGAL COMPANY | Other Service Provider | $91,260 | — | $91,260 |
| SEGAL MARCO ADVISORS | Other Service Provider | $54,167 | — | $54,167 |
| FAULKNER, HOFFMAN & PHILLIPS, LLC | Other Service Provider | $39,656 | — | $39,656 |
| KEYBANK NATIONAL ASSOCIATION | Other Service Provider | $33,027 | — | $33,027 |
| CARRI BOWMAN | Other Service Provider | $31,200 | — | $31,200 |
| J. SCHAEFER & COMPANY LLC | Auditor | $22,200 | — | $22,200 |
| FIDELITY INSTITUTIONAL ASSET MGMT | Other Service Provider | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $281,510
- Estimated Expense Ratio: 0.256% 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 | $424,631 | $102,134 | — | $22,200 | — |
| 2023 | $389,887 | $96,244 | — | $22,200 | — |
| 2022 | $530,131 | $68,700 | — | — | $236,286 |