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
- 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. |
|---|---|---|---|---|
| 2025 | 249 | $33.0M | $0 | $0 |
| 2024 | 277 | $31.3M | $0 | $0 |
| 2023 | 264 | $29.3M | $0 | $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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT | Auditor | $14,092 | — | $14,092 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,092
- Estimated Expense Ratio: 0.043% 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 |
|---|---|---|---|---|---|
| 2025 | $214,189 | $41,744 | $74,546 | $14,092 | — |
| 2024 | $205,332 | $45,185 | $64,644 | $14,750 | — |
| 2023 | $175,531 | $47,256 | $47,828 | — | $49,311 |