Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Of Bac Local 23 North Shore Chapter
- Sponsor EIN: 621523674
- Sponsor Address: 9525 SWEET VALLEY DRIVE, VALLEY VIEW, OH, 44125
- Plan Type: DB
- Total Participants: 558
- Total Assets: $111.9M
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 | 558 | $111.9M | $0 | $0 |
| 2024 | 535 | $105.5M | $0 | $0 |
| 2023 | 537 | $98.5M | $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 |
|---|---|---|---|---|
| DGPERRY | Auditor | $34,715 | — | $34,715 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DGPERRY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,715
- Estimated Expense Ratio: 0.031% 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 | $787,660 | $412,796 | — | $34,715 | — |
| 2024 | $733,566 | $406,593 | — | $30,015 | — |
| 2023 | $775,023 | $431,123 | — | — | $142,940 |