Plan Snapshot
- Plan Sponsor: Brd Of Trustees Oe 37 Pension Fund
- Sponsor EIN: 526128064
- Sponsor Address: 3615 NORTH POINT BOULEVARD, BALTIMORE, MD, 212222727
- Plan Type: DB
- Total Participants: 815
- Total Assets: $154.3M
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 | 815 | $154.3M | $7.5M | $0 |
| 2023 | 787 | $142.7M | $7.1M | $0 |
| 2022 | 745 | $131.4M | $6.8M | $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 |
|---|---|---|---|---|
| DECISION SCIENCE, INC. | NONE | $216,011 | — | $216,011 |
| LOOMIS, SAYLES & COMPANY | NONE | $143,800 | — | $143,800 |
| RBC GLOBAL ASSET MANAGEMENT | NONE | $123,211 | — | $123,211 |
| AMERICAN REALTY ADVISORS, LLC | NONE | $120,102 | — | $120,102 |
| MORGAN LEWIS & BOCKIUS LLP | NONE | $116,261 | — | $116,261 |
| WEDGE CAPITAL MANAGEMENT | NONE | $101,359 | — | $101,359 |
| INVESTMENT PERFORMANCE SERVICES | NONE | $95,000 | — | $95,000 |
| BOLTON PARTNERS, INC. | NONE | $90,582 | — | $90,582 |
| ASB CAPITAL MANAGEMENT | NONE | $54,061 | — | $54,061 |
| CALIBRE CPA GROUP | NONE | $28,598 | — | $28,598 |
| SIERRA INVESTMENT PARTNERS | NONE | $22,406 | — | $22,406 |
| US BANK N.A. | NONE | $14,362 | — | $14,362 |
| CHARTWELL INVESTMENT PARTNERS | NONE | $14,252 | — | $14,252 |
| NORTHERN TRUST CORPORATION | NONE | $6,379 | — | $6,379 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC GLOBAL ASSET MANAGEMENT — NONE
- MORGAN LEWIS & BOCKIUS LLP — NONE
- CALIBRE CPA GROUP — NONE
- US BANK N.A. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,146,384
- Estimated Expense Ratio: 0.743% 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 | $1,303,102 | $723,794 | $198,474 | $22,300 | — |
| 2023 | $1,132,730 | $590,706 | $198,000 | $21,100 | — |
| 2022 | $1,189,703 | $590,175 | $197,886 | — | $287,199 |