Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees of Insulators Local 41 Supplemental Pension FundProfit-sharing plan

INSULATORS LOCAL 41 SUPPLEMENTAL PENSION FUND PLAN · HOLLAND, OH · plan year 2024

Reported admin expense ratio · 2024
0.99%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Board of Trustees of Insulators Local 41 Supplemental Pension Fund reported $89,300 in plan administrative expenses for 2024: 0.99% of average plan assets, higher than ~75% of peers. Employer contributions averaged $8,296 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 1.07% to 0.99%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Ohio (2,017th of 3,295), and 3,137th of 5,337 in construction.

Plan summary
Net assets, end of year$9,681,721
Participants with balances232
Active participants105
Employer contributions$871,059
Employee contributions—
Employer contribution per active participant$8,296
Average account balance$41,732
Benefits paid to participants$546,416
Plan auditUnmodified (clean) audit opinion
AuditorWHITINGER & COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 232 accts · $871K emplr
2023$8.4M · 225 accts · $842K emplr
2022$7.0M · 240 accts · $887K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,290
Investment management$39,731
Audit (IQPA)$12,750
Total administrative$89,300
Employer contributions to the Board of Trustees of Insulators Local 41 Supplemental Pension Fund plan · 2024
Employer contribution per active participant$8,296
Median for plans this size$1,313
2024$8,296 per active participant
2023$9,059 per active participant
2022$8,292 per active participant

Board of Trustees of Insulators Local 41 Supplemental Pension Fund's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
NORTHWESTERN OHIO ADMINISTRATORS · Recordkeeping$14,258
EPIC RETIREMENT PLAN SERVICES, INC. · Recordkeeping · Participant communication$8,032
THE TRUST COMPANY OF TOLEDO · Trustee$39,731
WHITINGER & COMPANY LLC · Accounting / audit$12,750
ALLOTA, FARLEY CO. LPA · Legal$11,207

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024EPIC RPS, NORTHWESTERN OHIO ADMINISTRATORS
2023EPIC RPS, NORTHWESTERN OHIO ADMINISTRATORS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$89,300 · 0.99%
2023$83,127 · 1.08%
2022$81,181 · 1.07%
Similar plansConstruction · Ohio
Zemba Bros., Inc. OH$10.7M · 0.73%
Obr Cooling Towers, Inc. OH$10.3M · 0.24%
Hilltop Energy, Inc. OH$10.1M · 0.42%
Beacon Electric Company OH$9.7M · 0.72%
Aeroseal, LLC OH$9.3M · 0.13%
Chemcote, Inc. OH$9.1M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454183186 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.