Plan Snapshot
- Plan Sponsor: Toledo Blade Company Blade Pension Trust
- Sponsor EIN: 346074138
- Sponsor Address: PO BOX 1298, MAUMEE, OH, 43537
- Plan Type: DB
- Plan Number: 001
- Total Participants: 668
- Total Assets: $102.2M
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. |
|---|---|---|---|---|
| 2025 | 668 | $102.2M | $0 | $0 |
| 2024 | 28 | $98.2M | $0 | $0 |
| 2023 | 46 | $96.6M | $0 | $0 |
| 2022 | 55 | $96.5M | $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 |
|---|---|---|---|---|
| NORTHWESTERN OHIO ADMIN | Recordkeeper | $109,530 | — | $109,530 |
| SEGAL ADVISOR | Investment Advisor | $60,000 | — | $60,000 |
| LP CAPITAL MANAGEMENT | Investment Advisor | $52,289 | — | $52,289 |
| THE TRUST COMPANY OF TOLEDO | Custodian / Trustee | $46,208 | — | $46,208 |
| SLC MANAGEMENT | Investment Advisor | $35,357 | — | $35,357 |
| MILLIMAN | Actuary | $30,761 | — | $30,761 |
| TITUS & URBANSKI, INC | Auditor | $27,900 | — | $27,900 |
| HUNTINGTON INSURANCE, INC | Insurance Carrier | $16,972 | — | $16,972 |
| SHUMAKER, LOOP & KENDRICK | ERISA Attorney | $8,503 | — | $8,503 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $387,520
- Estimated Expense Ratio: 0.379% 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 |
|---|---|---|---|---|---|
| 2025 | $9,379,906 | $147,646 | $109,532 | $27,900 | — |
| 2024 | $607,665 | $147,194 | $104,882 | $26,500 | — |
| 2023 | $988,648 | $138,415 | $98,375 | $26,000 | — |
| 2022 | $911,739 | $148,827 | — | — | $120,310 |