# Ohio Bricklayers Pension Plan DB Plan
Source: https://planprovider.pro/companies/ohio-bricklayers-pension-plan-516029565-001

> Ohio Bricklayers Pension Plan's DB plan: 561 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ohio Bricklayers Pension Plan

- **Sponsor EIN:** 516029565

- **Sponsor Address:** 700 TOWER DRIVE, TROY, MI, 48098

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 561

- **Total Assets:** $111.0M

## 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|561|$111.0M|$4.7M|$0|

| 2023|593|$107.4M|$4.3M|$0|

| 2022|618|$103.1M|$4.7M|$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|

| BENESYS, INC.|Other Service Provider|$165,986|—|$165,986|

| STRATEGIC CAPITAL INVESTMENT ADVIS.|Other Service Provider|$47,454|—|$47,454|

| NATIONAL INVESTMENT SERVICES|Other Service Provider|$45,823|—|$45,823|

| BENDA, GRACE, STULZ & COMPANY, P.C.|Other Service Provider|$33,500|—|$33,500|

| CUNI, RUST & STRENK|Other Service Provider|$33,167|—|$33,167|

| MERILL LYNCH, PIERCE, FENNER|Other Service Provider|$28,981|—|$28,981|

| WASHINGTON CAPITAL MANAGEMENT|Other Service Provider|$25,529|—|$25,529|

| US BANK|Other Service Provider|$23,370|—|$23,370|

| LEDBETTER, PARISI, LLC|Other Service Provider|$20,096|—|$20,096|

| TUCKER ARENSBERG,P.C.|Other Service Provider|$7,253|—|$7,253|

| AMERICAN GRAPHICS PRINTING|Other Service Provider|$6,363|—|$6,363|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $437,522

- **Estimated Expense Ratio:** 0.394% 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|$578,073|$147,787|$155,052|$33,500|—|

| 2023|$576,768|$153,487|$161,795|$33,730|—|

| 2022|$809,558|$215,697|$150,553|—|$300,180|

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