# Joint Board Of Trustees DC Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-plan-002

> Joint Board Of Trustees's DC plan: 483 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees

- **Sponsor EIN:** 382094732

- **Sponsor Address:** 345 DIVERSION ROAD, SUITE 400, ROCHESTER, MI, 48307

- **Plan Type:** DC

- **Total Participants:** 483

- **Total Assets:** $40.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|483|$40.1M|$883,988|$466,838|

| 2023|452|$40.5M|$1.0M|$459,749|

| 2022|423|$37.3M|$901,126|$562,042|

## 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|

| SECURE ASSET MANAGEMENT|RIA|$39,840|—|$39,840|

| CBIZ|THIRD PARTY ADMINISTRATO|$27,037|—|$27,037|

| WATKINS, PAWLICK, CALATI & PRIFTI|ATTORNEY|$21,983|—|$21,983|

| WRUBEL, WESLEY & COMPANY|AUDITOR|$6,500|—|$6,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $95,360

- **Estimated Expense Ratio:** 0.238% 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|$148,256|$39,840|$27,073|$6,500|—|

| 2023|$143,891|$37,576|$13,480|$15,000|—|

| 2022|$151,999|$39,073|$112,096|—|$830|

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