Plan Snapshot
- Plan Sponsor: The Trustees Of The Cincinnati Stage Employees Local 5 Pension Plan
- Sponsor EIN: 310329926
- Sponsor Address: 35 E 7TH STREET SUITE 501, CINCINNATI, OH, 452022411
- Plan Type: DB
- Total Participants: 111
- Total Assets: $16.6M
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 | 111 | $16.6M | $741,335 | $0 |
| 2023 | 111 | $14.8M | $734,514 | $0 |
| 2022 | 105 | $13.1M | $750,700 | $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 |
|---|---|---|---|---|
| CINCINNATI STAGE EMPLOYEES LOCAL 5 | Other Service Provider | $51,903 | — | $51,903 |
| CUNI RUST & STRENK | Other Service Provider | $41,425 | — | $41,425 |
| STANDARD VALUATIONS INC | Other Service Provider | $18,064 | — | $18,064 |
| BARNES DENNIG | Auditor | $18,000 | — | $18,000 |
| US BANK NA | Recordkeeper | $10,719 | — | $10,719 |
| SOPER SOPER & WEINEL, LLP | Other Service Provider | $9,675 | — | $9,675 |
| LEDBETTER PARISI SOLLARS LLC | Other Service Provider | $8,493 | — | $8,493 |
| MANNING & NAPIER | Recordkeeper | $6,065 | — | $6,065 |
| FRSECURE LLC | Other Service Provider | $5,865 | — | $5,865 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | $5,342 | — | $5,342 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG — Auditor
- US BANK NA — Recordkeeper
- MANNING & NAPIER — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $175,551
- Estimated Expense Ratio: 1.057% 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 | $182,511 | $24,334 | $31,275 | $18,000 | — |
| 2023 | $178,718 | $23,335 | $35,075 | $17,000 | — |
| 2022 | $140,650 | $22,574 | $22,465 | — | $37,954 |