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
- 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. |
|---|---|---|---|---|
| 2025 | 456 | $40.0M | $0 | $0 |
| 2024 | 495 | $37.9M | $0 | $0 |
| 2023 | 469 | $32.3M | $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 |
|---|---|---|---|---|
| CIUNI & PANICHI, INC. | Auditor | $15,535 | — | $15,535 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,535
- Estimated Expense Ratio: 0.039% 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 | $155,943 | $37,325 | $18,780 | $15,535 | — |
| 2024 | $140,148 | $26,242 | $18,734 | $16,888 | — |
| 2023 | $135,014 | $21,735 | $18,193 | — | $27,428 |