Plan Snapshot
- Plan Sponsor: Trustees Of Local 219 Pension Trust
- Sponsor EIN: 346682376
- Sponsor Address: 3660 STUTZ DR., SUITE 101, CANFIELD, OH, 44406
- Plan Type: DB
- Plan Number: 001
- Total Participants: 258
- Total Assets: $47.4M
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 | 258 | $47.4M | $5.0M | $0 |
| 2023 | 270 | $44.6M | $4.9M | $0 |
| 2022 | 248 | $41.0M | $5.0M | $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 |
|---|---|---|---|---|
| STRATEGIC CAPITAL INVESTMENT | Other Service Provider | $64,667 | — | $64,667 |
| BENESYS | Other Service Provider | $58,982 | — | $58,982 |
| CUNI, RUST AND STRENK | Other Service Provider | $54,350 | — | $54,350 |
| CIUNI & PANICHI, INC. | Other Service Provider | $31,130 | — | $31,130 |
| JOHNSON & KROL LLC | Other Service Provider | $19,217 | — | $19,217 |
| L. CALVIN JONES AND CO. INC. | Other Service Provider | $17,053 | — | $17,053 |
| STOCKBRIDGE CAPITAL GROUP, LLC | Other Service Provider | $14,295 | — | $14,295 |
| PLUMBERS & PIPEFITTERS 219 COMBINED | Other Service Provider | $14,037 | — | $14,037 |
| NATIONAL INVESMENT SERVICES | Other Service Provider | $13,163 | — | $13,163 |
| WASHINGTON CAPITAL MANAGEMENT, INC. | Other Service Provider | $12,507 | — | $12,507 |
| PNC BANK | Other Service Provider | $10,058 | — | $10,058 |
| AMERICAN CORE REALTY FUND, LLC | Other Service Provider | $8,426 | — | $8,426 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $317,885
- Estimated Expense Ratio: 0.670% 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 | $373,540 | $58,474 | $58,982 | $31,130 | — |
| 2023 | $338,887 | $55,209 | $63,346 | $22,076 | — |
| 2022 | $329,558 | $58,751 | $61,470 | — | $93,917 |