Plan Snapshot
- Plan Sponsor: Trustees Of Outstate Michigan Trowel Trades Pension Fund
- Sponsor EIN: 386222545
- Sponsor Address: 6525 CENTURION DRIVE, LANSING, MI, 48917
- Plan Type: DB
- Total Participants: 426
- Total Assets: $86.3M
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 | 426 | $86.3M | $4.1M | $0 |
| 2023 | 548 | $81.5M | $4.0M | $0 |
| 2022 | 520 | $74.2M | $3.5M | $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 |
|---|---|---|---|---|
| BENDA, GRACE, STULZ & COMPANY, P.C. | Auditor | $22,600 | — | $22,600 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,600
- Estimated Expense Ratio: 0.026% 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 | $439,013 | $142,795 | $69,502 | $22,600 | — |
| 2023 | $435,972 | $169,492 | $57,069 | $21,900 | — |
| 2022 | $434,697 | $210,295 | $57,069 | — | $63,720 |