# Trustees Of Local 219 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/trustees-of-local-219-annuity-fund-510154940-001

> Trustees Of Local 219 Annuity Fund's DC plan: 456 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Local 219 Annuity Fund

- **Sponsor EIN:** 510154940

- **Sponsor Address:** 3660 STUTZ DR., SUITE 101, CANFIELD, OH, 44406

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 456

- **Total Assets:** $40.0M

## 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|456|$40.0M|$2.2M|$177,390|

| 2023|495|$37.9M|$2.3M|$158,252|

| 2022|469|$32.3M|$2.1M|$142,503|

## 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|

| JOHN HANCOCK|Recordkeeper|$65,310|—|$65,310|

| STRATEGIC CAPITAL INVESTMENT|Other Service Provider|$21,561|—|$21,561|

| BENESYS|Other Service Provider|$18,780|—|$18,780|

| CIUNI & PANICHI, INC.|Other Service Provider|$15,535|—|$15,535|

| JOHNSON & KROL LLC|Other Service Provider|$15,367|—|$15,367|

### Verified Provider Profiles

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

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $136,553

- **Estimated Expense Ratio:** 0.341% 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|$155,943|$37,325|$18,780|$15,535|—|

| 2023|$140,148|$26,242|$18,734|$16,888|—|

| 2022|$135,014|$21,735|$18,193|—|$27,428|

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