Plan Snapshot
- Plan Sponsor: Trustees Of Teamsters Local Union No. 73 Pension Plan
- Sponsor EIN: 510149915
- Sponsor Address: 6051 CAREY DRIVE, VALLEY VIEW, OH, 44125
- Plan Type: DB
- Total Participants: 58
- Total Assets: $26.0M
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 | 58 | $26.0M | $172,379 | $0 |
| 2023 | 63 | $17.9M | $170,604 | $0 |
| 2022 | 59 | $17.6M | $176,403 | $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 |
|---|---|---|---|---|
| J SCHAEFER & COMPANY LLC | Auditor | $14,400 | — | $14,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- J SCHAEFER & COMPANY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,400
- Estimated Expense Ratio: 0.055% 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 | $236,963 | $33,228 | $56,052 | $14,400 | — |
| 2023 | $253,032 | $43,197 | $44,208 | $14,400 | — |
| 2022 | $236,593 | $56,219 | $44,255 | — | $115,618 |