# Park Ohio Industries INC DB Plan
Source: https://planprovider.pro/companies/parkohio-industries-inc-plan

> Park Ohio Industries INC's DB plan: 1,961 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Park Ohio Industries INC

- **Sponsor EIN:** 346520107

- **Sponsor Address:** 6065 PARKLAND BLVD, CLEVELAND, OH, 44124

- **Plan Type:** DB

- **Total Participants:** 1,961

- **Total Assets:** $158.8M

## 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|1,961|$158.8M|$0|$0|

| 2023|2,548|$151.4M|$0|$0|

| 2022|2,622|$137.0M|$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|

| WILLIS TOWERS WATSON US LLC|NONE|$295,407|—|$295,407|

| CLEARSTEAD ADVISORS LLC|NONE|$137,290|—|$137,290|

| GAMCO ASSET MANAGEMENT INC|NONE|$106,847|—|$106,847|

| KEY BANK|CUSTODIAN|$100,357|—|$100,357|

| CHARLES SCHWAB & CO., INC.|CUSTODIAN|$87,188|—|$87,188|

| BOYD WATTERSON ASSET MGT LLC|NONE|$54,067|—|$54,067|

| EMPOWER|CUSTODIAN|$36,716|—|$36,716|

| US BANK NATIONAL ASSOCIATION|TRUSTEE|$33,638|—|$33,638|

| BOBER MARKEY FEDOROVICH|NONE|$18,000|—|$18,000|

| SQUIRE PATTON BOGGS (US) LLP|NONE|$8,190|—|$8,190|

| MARCELLA E. GRIFFIN|NONE|$5,100|—|$5,100|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — CUSTODIAN

- [EMPOWER](https://planprovider.pro/provider/empower) — CUSTODIAN

- [US BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — TRUSTEE

- [BOBER MARKEY FEDOROVICH](https://planprovider.pro/provider/bober-markey-fedorovich-and-company) — NONE

- [SQUIRE PATTON BOGGS (US) LLP](https://planprovider.pro/provider/squire-patton-boggs) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $882,800

- **Estimated Expense Ratio:** 0.556% 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|$1,517,691|$385,392|—|$18,000|—|

| 2023|$1,134,738|$413,527|—|$17,978|—|

| 2022|$1,221,027|—|—|—|$1,221,027|

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