# Board Of Trustees Three Rivers Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-three-rivers-annuity-fund-plan

> Board Of Trustees Three Rivers Annuity Fund's DC plan: 952 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 Three Rivers Annuity Fund

- **Sponsor EIN:** 256148728

- **Sponsor Address:** 3660 STUTZ DRIVE, SUITE 101, CANFIELD, OH, 444068149

- **Plan Type:** DC

- **Total Participants:** 952

- **Total Assets:** $213.7M

## 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|952|$213.7M|$6.9M|$0|

| 2023|960|$199.2M|$7.1M|$0|

| 2022|1,460|$177.9M|$7.2M|$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|

| JOHN HANCOCK RETIREMENT PLAN SERVIC|NONE|$256,501|—|$256,501|

| GLOBAL RETIREMENT PARNTERS, LLC|NONE|$105,750|—|$105,750|

| ZENITH AMERICAN SOLUTIONS|NONE|$57,925|—|$57,925|

| BENESYS, INC.|CONTRACT ADMINISTRATOR|$55,741|—|$55,741|

| CAMBRIDGE INVESTMENT RESEARCH|NONE|$32,500|—|$32,500|

| STEPHEN J. OBRIEN & ASSOCIATES LLC|NONE|$25,270|—|$25,270|

| DICLAUDIO & KRAMER, LLC|NONE|$13,900|—|$13,900|

| BRICKLAYERS COMBINED FUNDS, INC.|NONE|$6,671|—|$6,671|

### Verified Provider Profiles

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

- [DICLAUDIO & KRAMER, LLC](https://planprovider.pro/provider/diclaudio-and-kramer-llc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $554,258

- **Estimated Expense Ratio:** 0.259% 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|$582,707|$105,750|$113,210|$13,900|—|

| 2023|$622,025|$102,000|$96,408|$13,889|—|

| 2022|$540,973|$337,855|$85,800|—|$28,351|

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