# Joint Board Of Trustees Of Bac Local 23 North Shore Chapter DB Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-of-bac-local-23-north-shore-chapter-plan-001

> Joint Board Of Trustees Of Bac Local 23 North Shore Chapter's DB plan: 558 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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](https://planprovider.pro/provider/dgperry-pllc) — 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|

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