Plan Snapshot
- Plan Sponsor: Trustees Of The Boilermakers Local No. 85 Dcrp
- Sponsor EIN: 844231050
- Sponsor Address: PO BOX 1330, HOLLAND, OH, 43528
- Plan Type: DC
- Total Participants: 819
- Total Assets: $6.5M
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 | 819 | $6.5M | $2.0M | $0 |
| 2023 | 568 | $4.0M | $1.6M | $0 |
| 2022 | 832 | $2.4M | $1.3M | $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 |
|---|---|---|---|---|
| NORTHWESTERN OHIO ADMINISTRATORS | NONE | $20,080 | — | $20,080 |
| THE TRUST COMPANY OF TOLEDO | NONE | $15,646 | — | $15,646 |
| CLARK, SCHAEFER, HACKETT & CO. | NONE | $10,500 | — | $10,500 |
| ALOTTA FARLEY LLP | NONE | $8,484 | — | $8,484 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,710
- Estimated Expense Ratio: 0.837% 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 | $66,734 | $22,453 | $23,413 | $10,500 | — |
| 2023 | $5,762 | — | — | — | — |
| 2022 | $199 | — | — | — | — |