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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | $76,628 | — | $76,628 |
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: $76,628
- Estimated Expense Ratio: 0.022% 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 |