Plan Snapshot
- Plan Sponsor: M.I.R.A.-G.M.P. And Allied Workers Pension Trust
- Sponsor EIN: 516096325
- Sponsor Address: 525 VINE STREET STREET SUITE 2325, CINCINATTI, OH, 452024813
- Plan Type: DB
- Total Participants: 159
- Total Assets: $127.7M
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 | 159 | $127.7M | $372,289 | $0 |
| 2023 | 186 | $119.8M | $406,028 | $0 |
| 2022 | 224 | $112.7M | $389,579 | $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 |
|---|---|---|---|---|
| AMERICAN BENEFIT CORPORATION | Recordkeeper | $150,036 | — | $150,036 |
| MORGAN STANLEY SMITH BARNEY LLC | Custodian / Trustee | $123,017 | — | $123,017 |
| ALLIANZ GLOBAL INVESTORS U.S. LLC | Investment Advisor | $64,780 | — | $64,780 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | $62,174 | — | $62,174 |
| THE SEGAL COMPANY | Actuary | $49,498 | — | $49,498 |
| COLOMBO & COLOMBO, PC | ERISA Attorney | $37,598 | — | $37,598 |
| GRAY GRIFFITH & MAYS | Other Service Provider | $20,085 | — | $20,085 |
| PIMCO FUNDS | Investment Advisor | $6,817 | — | $6,817 |
| VANGUARD GROUP | Recordkeeper | $5,271 | — | $5,271 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — Custodian / Trustee
- VANGUARD GROUP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $519,276
- Estimated Expense Ratio: 0.407% 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 | $586,058 | $160,450 | $152,011 | $20,085 | — |
| 2023 | $603,259 | $133,249 | $150,067 | $19,501 | — |
| 2022 | $690,344 | $226,238 | $150,054 | — | $161,932 |