# Ohio Operating Engineers Apprenticeship Fund 401(k) Plan
Source: https://planprovider.pro/companies/ohio-operating-engineers-apprenticeship-fund-316057717-501

> Ohio Operating Engineers Apprenticeship Fund's 401(k) plan: 10,789 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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