Plan Snapshot
- Plan Sponsor: Local 4911 V.E.B.A C/O Benefits Administrative Service
- Sponsor EIN: 421572846
- Sponsor Address: 26301 CURTISS-WRIGHT PARKWAY, RICHMOND HEIGHTS, OH, 44143
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,656
- Total Assets: $33.6M
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 | 2,656 | $33.6M | $0 | $1.4M |
| 2023 | 2,597 | $30.7M | $0 | $1.4M |
| 2022 | 2,650 | $26.1M | $0 | $1.5M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | Recordkeeper | $196,481 | — | $196,481 |
| CIUNI & PANICHI, INC. | Other Service Provider | $34,000 | — | $34,000 |
| BENEFITS ADMINISTRATIVE SERVICES CO | Other Service Provider | $32,115 | — | $32,115 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | $25,037 | — | $25,037 |
| MILLIMAN | Recordkeeper | $20,645 | — | $20,645 |
| RICHARD L. LICHTENSTEIN | Other Service Provider | $17,000 | — | $17,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — Recordkeeper
- MILLIMAN — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $325,278
- Estimated Expense Ratio: 0.968% 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 | $328,060 | $196,481 | $32,115 | $36,500 | — |
| 2023 | $317,990 | $180,342 | $33,830 | $45,621 | — |
| 2022 | $320,349 | $175,932 | $28,531 | — | $75,138 |