Plan Snapshot
- Plan Sponsor: Board Of Trustees Toledo Roofers Local No 134 Pension
- Sponsor EIN: 346682179
- Sponsor Address: P.O. BOX 1298, MAUMEE, OH, 43537
- Plan Type: DB
- Total Participants: 211
- Total Assets: $34.1M
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 | 211 | $34.1M | $1.2M | $0 |
| 2023 | 163 | $33.4M | $1.0M | $0 |
| 2022 | 171 | $36.1M | $1.1M | $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, SHAEFER, HACKETT & CO. | Auditor | $14,750 | — | $14,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,750
- 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 |
|---|---|---|---|---|---|
| 2024 | $417,798 | $179,050 | $60,876 | $14,750 | — |
| 2023 | $376,093 | $130,340 | $52,024 | $12,000 | — |
| 2022 | $343,364 | $105,364 | $42,113 | — | $143,309 |