# Cleveland Bakers Local No. 19 Cer Fund Joint Board Of Trustees Health & Welfare Plan
Source: https://planprovider.pro/companies/cleveland-bakers-local-no-19-cer-fund-joint-board-of-trustees-341001027-501

> Cleveland Bakers Local No. 19 Cer Fund Joint Board Of Trustees's Health & Welfare plan: 2,585 participants, plan year 2024 financials, providers, and benchma…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cleveland Bakers Local No. 19 Cer Fund Joint Board Of Trustees

- **Sponsor EIN:** 341001027

- **Sponsor Address:** 9665 ROCKSIDE ROAD, VALLEY VIEW, OH, 44125

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,585

- **Total Assets:** $1.2M

## 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|2,585|$1.2M|$1.1M|$0|

| 2023|2,630|$1.1M|$1.0M|$0|

| 2022|2,678|$1.0M|$1.0M|$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|

| RSM US LLP|Auditor|$20,340|—|$20,340|

| FAULKNER, HOFFMAN & PHILLIPS|Other Service Provider|$14,115|—|$14,115|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $34,455

- **Estimated Expense Ratio:** 2.823% 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|$154,980|—|—|$20,340|—|

| 2023|$219,207|—|—|$20,433|—|

| 2022|$244,791|—|—|—|$47,212|

## Similar Plans

- [Joint Bot Cleveland Bakers And Teamsters H & W Fund](https://planprovider.pro/companies/joint-bot-cleveland-bakers-and-teamsters-h-w-fund-340753693-501) — 4,090 participants

- [Cleveland Bakers And Affiliated Unions 401(K) Plan](https://planprovider.pro/companies/cleveland-bakers-affiliated-unions-401-k-plan-401k-plan) — 3,301 participants

- [Joint Bot Cleveland Bakers And Teamsters Pension Fund](https://planprovider.pro/companies/joint-bot-cleveland-bakers-and-teamsters-pension-fund-plan) — 2,011 participants

- [Schwebel Baking Company](https://planprovider.pro/companies/schwebel-baking-company-401k-plan) — 1,020 participants

- [Klosterman Baking Company, INC.](https://planprovider.pro/companies/klosterman-baking-company-inc-401k-plan) — 969 participants

- [Klosterman Baking Company](https://planprovider.pro/companies/klosterman-baking-company-310625594-510) — 852 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cleveland-bakers-local-no-19-cer-fund-joint-board-of-trustees-341001027-501)

© 2026 PlanProvider.Pro