Plan Snapshot
- Plan Sponsor: Joint Bot Cleveland Bakers And Teamsters Pension Fund
- Sponsor EIN: 340904419
- Sponsor Address: 9665 ROCKSIDE ROAD, VALLEY VIEW, OH, 44125
- Plan Type: DB
- Total Participants: 2,011
- Total Assets: $350.4M
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 | 2,011 | $350.4M | $26.1M | $0 |
| 2023 | 1,990 | $348.3M | $24.2M | $0 |
| 2022 | 1,930 | $341.7M | $24.1M | $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 |
|---|---|---|---|---|
| SEGAL COMPANY | Other Service Provider | $482,145 | — | $482,145 |
| BNY MELLON INVESTMENT MAN. CAYMAN L | Other Service Provider | $294,517 | — | $294,517 |
| FAULKNER, HOFFMAN & PHILLIPS | Other Service Provider | $186,758 | — | $186,758 |
| BLACKSTONE INC. | Other Service Provider | $180,100 | — | $180,100 |
| GALLAGHER FIDUCIARY ADVISORS | Other Service Provider | $160,958 | — | $160,958 |
| VALERIE NICHOLS | Other Service Provider | $142,569 | — | $142,569 |
| RSM US LLP | Auditor | $125,758 | — | $125,758 |
| BNY MELLON ASSET SERVICES | Other Service Provider | $121,344 | — | $121,344 |
| GINA SWOR | Other Service Provider | $102,410 | — | $102,410 |
| BAIRD INVESTMENT MANAGEMENT | Other Service Provider | $100,984 | — | $100,984 |
| WILLIAM FARRER | Other Service Provider | $97,831 | — | $97,831 |
| TWIN CAPITAL MANAGEMENT | Other Service Provider | $88,683 | — | $88,683 |
| EVERETT MCDARIES | Other Service Provider | $79,175 | — | $79,175 |
| TODD ASSOCIATES, INC. | Other Service Provider | $76,527 | — | $76,527 |
| LEE MULLENIX | Other Service Provider | $72,747 | — | $72,747 |
| LSV ASSET MANAGEMENT | Other Service Provider | $61,267 | — | $61,267 |
| SARAH RAMSEY | Other Service Provider | $51,065 | — | $51,065 |
| NICOLE VALENCE | Other Service Provider | $50,461 | — | $50,461 |
| MALINDA SIMON | Other Service Provider | $49,732 | — | $49,732 |
| CARL PECORARO | Other Service Provider | $46,975 | — | $46,975 |
| STERLING CAPITAL MANAGEMENT | Other Service Provider | $39,073 | — | $39,073 |
| MORELANDCONNECT | Other Service Provider | $29,995 | — | $29,995 |
| WESTERN ASSET MANAGEMENT | Other Service Provider | $25,433 | — | $25,433 |
| ACUITY | Other Service Provider | $20,425 | — | $20,425 |
| BLACKROCK | Other Service Provider | $10,321 | — | $10,321 |
| CINCINNATI INSURANCE CO. | Other Service Provider | $7,844 | — | $7,844 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,705,097
- Estimated Expense Ratio: 0.772% 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 | $3,976,400 | $1,317,911 | — | $76,628 | — |
| 2023 | $4,191,675 | $1,663,019 | — | $72,308 | — |
| 2022 | $4,725,678 | $2,336,838 | — | — | $699,709 |