Plan Snapshot
- Plan Sponsor: The Toledo Newspaper Unions Blade Savings Trust
- Sponsor EIN: 311571353
- Sponsor Address: 7142 NIGHTINGALE DRIVE SUITE 1, HOLLAND, OH, 43528
- Plan Type: DC
- Total Participants: 77
- Total Assets: $16.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 77 | $16.7M | $58,511 | $210,159 |
| 2023 | 120 | $15.2M | $62,228 | $229,270 |
| 2022 | 127 | $14.6M | $60,713 | $226,448 |
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 |
|---|---|---|---|---|
| TITUS & URBANSKI, INC | Auditor | $28,500 | — | $28,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,500
- Estimated Expense Ratio: 0.170% 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 | $89,773 | — | $15,536 | $28,500 | — |
| 2023 | $87,176 | — | $15,400 | $28,000 | — |
| 2022 | $86,402 | $41,831 | — | — | $32,964 |