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 |
|---|---|---|---|---|
| BARNES DENNIG & CO LTD | Auditor | $18,000 | — | $18,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG & CO LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,000
- Estimated Expense Ratio: 0.108% 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 |