Plan Snapshot
- Plan Sponsor: C.E.R. Fund Of Local 400
- Sponsor EIN: 346727972
- Sponsor Address: 707 BROOKPARK ROAD, CLEVELAND, OH, 441095817
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 240
- Total Assets: $10,118
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 | 240 | $10,118 | $28,655 | $0 |
| 2023 | 246 | $8,828 | $26,508 | $0 |
| 2022 | 165 | $9,062 | $20,075 | $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 |
|---|---|---|---|---|
| NEITZEL, LUKE & SALOPEK, INC. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $3,675 | — | — | — | — |
| 2023 | $3,675 | — | — | — | — |
| 2022 | $4,874 | — | — | — | $4,300 |