# Teamsters Joint Council No. 41 DC Plan
Source: https://planprovider.pro/companies/teamsters-joint-council-no-41-plan

> Teamsters Joint Council No. 41&#39;s DC plan: 92 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Teamsters Joint Council No. 41

- **Sponsor EIN:** 346541609

- **Sponsor Address:** 6051 CAREY DRIVE, VALLEY VIEW, OH, 44125

- **Plan Type:** DC

- **Total Participants:** 92

- **Total Assets:** $4.1M

## 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|92|$4.1M|$174,407|$0|

| 2023|97|$3.7M|$179,774|$0|

| 2022|93|$3.2M|$185,610|$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|

| SWALLEN, LAWHUN & CO.|Auditor|$10,650|—|$10,650|

### Verified Provider Profiles

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

- [SWALLEN, LAWHUN & CO.](https://planprovider.pro/provider/swallen-lawhun-and-co) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,650

- **Estimated Expense Ratio:** 0.261% 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|$26,795|$5,000|—|$10,650|—|

| 2023|$31,079|$5,000|—|$16,250|—|

| 2022|$28,301|$5,000|$23,301|—|—|

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