Plan Snapshot
- Plan Sponsor: Ohio Operating Engineers Apprenticeship Fund
- Sponsor EIN: 316057717
- Sponsor Address: C/O BOARD OF TRUSTEES, COLUMBUS, OH, 432157003
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 10,789
- Total Assets: $31.3M
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 | 10,789 | $31.3M | $15.3M | $0 |
| 2023 | 10,439 | $29.3M | $13.7M | $0 |
| 2022 | 10,250 | $29.0M | $12.5M | $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 |
|---|---|---|---|---|
| GUTIERREZ JR, MANUEL | Other Service Provider | $162,050 | — | $162,050 |
| DATA DESIGN SYSTEMS | Other Service Provider | $151,200 | — | $151,200 |
| SEMAN, ROBERT | Other Service Provider | $144,688 | — | $144,688 |
| SINGLETON, JAMES D. | Other Service Provider | $128,525 | — | $128,525 |
| BROOKS, BENJAMIN P. | Other Service Provider | $127,325 | — | $127,325 |
| FUENTES, MATTHEW T. | Other Service Provider | $127,325 | — | $127,325 |
| GROVES, RICHARD E. | Other Service Provider | $127,325 | — | $127,325 |
| CAMECHIS, JAMES B. | Other Service Provider | $111,690 | — | $111,690 |
| ROCK, FALLON R. | Other Service Provider | $107,990 | — | $107,990 |
| DRAKE, BRANDON L. | Other Service Provider | $107,690 | — | $107,690 |
| HOLLAND, JOSHUA | Other Service Provider | $107,690 | — | $107,690 |
| VAN FOSSEN, MICHAEL W. | Other Service Provider | $107,690 | — | $107,690 |
| RIGGI, JEFFREY S. | Other Service Provider | $107,090 | — | $107,090 |
| RUNK, MARK A. | Other Service Provider | $107,090 | — | $107,090 |
| MCNEMAR, ZACHARY | Other Service Provider | $106,667 | — | $106,667 |
| BRAUNSTEIN, WILLIAM J. | Other Service Provider | $106,490 | — | $106,490 |
| BUTCHER, BRENT C. | Other Service Provider | $106,490 | — | $106,490 |
| COX, ERIC | Other Service Provider | $106,490 | — | $106,490 |
| DEARTH, TRENT R. | Other Service Provider | $106,490 | — | $106,490 |
| DECK, JASON M. | Other Service Provider | $106,490 | — | $106,490 |
| DRAUR, ELIZABETH | Other Service Provider | $106,490 | — | $106,490 |
| EWERSEN, ERIC | Other Service Provider | $106,490 | — | $106,490 |
| GEORGE, GABRIEL A | Other Service Provider | $106,490 | — | $106,490 |
| HALL, DECARLOS R. | Other Service Provider | $106,490 | — | $106,490 |
| HARGRAVE JR., ROBERT E. | Other Service Provider | $106,490 | — | $106,490 |
| HENDERSON, MICHAEL R. | Other Service Provider | $106,490 | — | $106,490 |
| HOELTER, THOMAS G | Other Service Provider | $106,490 | — | $106,490 |
| IRWIN, EVAN A. | Other Service Provider | $106,490 | — | $106,490 |
| JORDAN III, DAVID A. | Other Service Provider | $106,490 | — | $106,490 |
| LISCOE JR, JOHN P | Other Service Provider | $106,490 | — | $106,490 |
| MATOUSEK, ERIC J. | Other Service Provider | $106,490 | — | $106,490 |
| NUHFER, KENNETH A | Other Service Provider | $106,490 | — | $106,490 |
| SUGGS, CHRISTOPHER D. | Other Service Provider | $106,490 | — | $106,490 |
| STOCK, JOHN F. | Other Service Provider | $98,813 | — | $98,813 |
| BLACK, SHELBY N. | Other Service Provider | $80,834 | — | $80,834 |
| GODWIN, NICHOLAS | Other Service Provider | $80,087 | — | $80,087 |
| EROSHEVICH, SASHA | Other Service Provider | $77,937 | — | $77,937 |
| TUCKER, TERRI L. | Other Service Provider | $77,446 | — | $77,446 |
| MEYER, ROBERT | Other Service Provider | $71,973 | — | $71,973 |
| FINCH JR., TIMOTHY | Other Service Provider | $71,153 | — | $71,153 |
| RONSKI, DAWN F | Other Service Provider | $68,482 | — | $68,482 |
| MARTIN, CONNIE | Other Service Provider | $66,792 | — | $66,792 |
| PHILLIPS, SHALENE D | Other Service Provider | $65,001 | — | $65,001 |
| SEALS, JANAE R | Other Service Provider | $64,357 | — | $64,357 |
| NORRIS, MARK A | Other Service Provider | $59,192 | — | $59,192 |
| MAGAZINE, LAURA | Other Service Provider | $57,084 | — | $57,084 |
| CINTAS | Other Service Provider | $55,251 | — | $55,251 |
| FISK, EVAN | Other Service Provider | $54,400 | — | $54,400 |
| TACKETT, MACKENZIE | Other Service Provider | $49,668 | — | $49,668 |
| TECHNIQUE ROOFING SYSTEMS LLC | Other Service Provider | $40,043 | — | $40,043 |
| GERSPER, TARA | Other Service Provider | $37,734 | — | $37,734 |
| TOOTLE, DUSTIN C. | Other Service Provider | $34,517 | — | $34,517 |
| COMTE CONSTRUCTION CO | Other Service Provider | $34,400 | — | $34,400 |
| WILSON, CAROL | Other Service Provider | $32,293 | — | $32,293 |
| DIRTY 2 CLEAN CLEANERS | Other Service Provider | $27,515 | — | $27,515 |
| F&A INC. | Other Service Provider | $24,803 | — | $24,803 |
| PERFORMANCE ASSESSMENT NETWORK INC. | Other Service Provider | $23,500 | — | $23,500 |
| BARKER, STACEY | Other Service Provider | $23,473 | — | $23,473 |
| BUCKEYE COMMERCIAL FLOORING LLC | Other Service Provider | $21,035 | — | $21,035 |
| SMITH BOUGHAN MECHANICAL SERVICES | Other Service Provider | $20,081 | — | $20,081 |
| THE GEOPFERT COMPANY | Other Service Provider | $19,416 | — | $19,416 |
| LIMBACH COMPANY LLC | Other Service Provider | $18,325 | — | $18,325 |
| C&P ADVISORS | Other Service Provider | $16,950 | — | $16,950 |
| HYLANT GROUP | Other Service Provider | $16,468 | — | $16,468 |
| COVERALL OF NORTH AMERICA INC | Other Service Provider | $15,856 | — | $15,856 |
| WORLEY, JOSEPH W. | Other Service Provider | $15,279 | — | $15,279 |
| CARLA LAWRENCE | Other Service Provider | $14,331 | — | $14,331 |
| PAUL, MICHAEL C. | Other Service Provider | $14,213 | — | $14,213 |
| KCR MECHANICAL SERVICES INC | Other Service Provider | $12,826 | — | $12,826 |
| WM CORPORATE SERVICES, INC. | Other Service Provider | $11,507 | — | $11,507 |
| BRANHAM, ARLIE B. | Other Service Provider | $10,594 | — | $10,594 |
| STALLINGS, NATHAN | Other Service Provider | $10,543 | — | $10,543 |
| JLC CUSTOMS LLC | Other Service Provider | $9,972 | — | $9,972 |
| RICKS CUSTOM COUNTERTOPS | Other Service Provider | $9,625 | — | $9,625 |
| SUMMIT EQUITY PARTNERS LLC | Other Service Provider | $8,875 | — | $8,875 |
| MARTIN, CHERYL A. | Other Service Provider | $8,586 | — | $8,586 |
| FULLERTON, GRACIE | Other Service Provider | $8,263 | — | $8,263 |
| BJ'S ELECTRIC, INC | Other Service Provider | $8,094 | — | $8,094 |
| TOLLEY, TIMOTHY | Other Service Provider | $7,046 | — | $7,046 |
| OHIO TELE-NET LLC | Other Service Provider | $5,790 | — | $5,790 |
| SCOTT, SHANNON L. | Other Service Provider | $5,297 | — | $5,297 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,414,575
- Estimated Expense Ratio: 17.290% 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 | $14,387,178 | $1,800 | — | $17,636 | — |
| 2023 | $13,964,321 | $1,800 | — | $19,415 | — |
| 2022 | $13,084,508 | — | — | — | $21,990 |