# Trustees Of Local 219 Pension Trust DB Plan
Source: https://planprovider.pro/companies/trustees-of-local-219-pension-trust-346682376-001

> Trustees Of Local 219 Pension Trust's DB plan: 258 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 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|

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