# Board Of Trustees Toledo Painters And Allied Trades Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-toledo-painters-and-allied-trades-pension-plan-346682353-001

> Board Of Trustees Toledo Painters And Allied Trades Pension Plan's DB plan: 249 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Toledo Painters And Allied Trades Pension Plan

- **Sponsor EIN:** 346682353

- **Sponsor Address:** PO BOX 1298, MAUMEE, OH, 43537

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 249

- **Total Assets:** $33.0M

## 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|249|$33.0M|$1.5M|$0|

| 2023|277|$31.3M|$1.7M|$0|

| 2022|264|$29.3M|$1.7M|$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|

| NOA|Other Service Provider|$79,270|—|$79,270|

| THE TRUST COMPANY OF TOLEDO|Other Service Provider|$67,365|—|$67,365|

| UNITED ACTUARIAL SERVICES|Other Service Provider|$32,500|—|$32,500|

| MARINER INSTITUTIONAL LLC|Other Service Provider|$22,000|—|$22,000|

| SHUMAKER, LOOP & KENDRICK, LLP|Other Service Provider|$13,871|—|$13,871|

| CLARK, SCHAEFER, HACKETT & CO.|Other Service Provider|$13,500|—|$13,500|

| HUNTINGTON INSURANCE|Other Service Provider|$7,653|—|$7,653|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $236,159

- **Estimated Expense Ratio:** 0.717% 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|$214,189|$41,744|$74,546|$14,092|—|

| 2023|$205,332|$45,185|$64,644|$14,750|—|

| 2022|$175,531|$47,256|$47,828|—|$49,311|

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