Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Of Glazier No. 181 & Employers
- Sponsor EIN: 346529860
- Sponsor Address: 8257 DOW CIRCLE, STRONGSVILLE, OH, 441361725
- Plan Type: DC
- Plan Number: 001
- Total Participants: 721
- Total Assets: $64.8M
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 | 721 | $64.8M | $3.2M | $0 |
| 2023 | 696 | $62.2M | $2.9M | $0 |
| 2022 | 399 | $55.5M | $2.8M | $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 |
|---|---|---|---|---|
| BOYD WATTERSON ASSET MANAGEMENT | Investment Advisor | $77,489 | — | $77,489 |
| PAINTING INDUSTRY INSURANCE FUNDS | Recordkeeper | $48,000 | — | $48,000 |
| WICKENS, HERZER, PANZA, COOKE | ERISA Attorney | $21,669 | — | $21,669 |
| MARINER INSTITUTIONAL LLC | Auditor | $20,000 | — | $20,000 |
| MARINER INSTITUTIONAL LLC | Investment Advisor | $20,000 | — | $20,000 |
| KEYBANK NATIONAL ASSOCIATION | Investment Advisor | $13,845 | — | $13,845 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARINER INSTITUTIONAL LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $201,003
- Estimated Expense Ratio: 0.310% 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 | $246,135 | $115,538 | $51,800 | $16,600 | — |
| 2023 | $273,006 | $103,240 | $52,600 | $15,700 | — |
| 2022 | $206,131 | $101,790 | $48,000 | — | $40,300 |