Plan Snapshot
- Plan Sponsor: Ohio Bricklayers Local No. 8 Security Plan Board Of Trustees
- Sponsor EIN: 522101436
- Sponsor Address: 3660 STUTZ DRIVE SUITE 101, CANFIELD, OH, 44406
- Plan Type: DC
- Total Participants: 543
- Total Assets: $10.2M
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. |
|---|---|---|---|---|
| 2025 | 543 | $10.2M | $0 | $0 |
| 2024 | 315 | $9.3M | $0 | $0 |
| 2023 | 355 | $8.1M | $0 | $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 |
|---|---|---|---|---|
| DGPERRY | Auditor | $12,000 | — | $12,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DGPERRY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,000
- Estimated Expense Ratio: 0.118% 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 |
|---|---|---|---|---|---|
| 2025 | $43,182 | $8,001 | $15,759 | $12,000 | — |
| 2024 | $51,008 | $7,198 | $16,574 | $6,038 | — |
| 2023 | $39,307 | $6,561 | $16,287 | — | $13,049 |