Back to filter
Original filing (PDF)20250405053008NAL0015060977001
OPERATIVE PLASTERERS LOCAL NO. 7 PENSION FUND BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
OPERATIVE PLASTERERS LOCAL NO. 7 PENSION FUND
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
380
Accounts w/ balance
1,178
Plan assets (EOY)
$55.3M
Net assets (EOY)
$55.2M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 33 bps in Schedule C fees — 104% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPERATIVE PLASTERERS LOCAL NO. 7 PENSION FUND BOARD OF TRUSTEES.
Plan sponsor
Name
OPERATIVE PLASTERERS LOCAL NO. 7 PENSION FUND BOARD OF TRUSTEES
EIN
34-1427588
Address
3660 STUTZ DRIVE, SUITE 101 · CANFIELD, OH · 44406
Phone
(330) 270-0453
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-05
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
YURCHYK & DAVIS CPA'S, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUST COMPANY OF TOLEDO | — | HOLLAND, OH | INVESTMENT CUSTODIAN | $143K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT RAMSEY | — | CANFIELD, OH | TRUSTEE | $5K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC | — | CANFIELD, OH | THIRD PARTY ADMINISTRATOR | $13K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YURCHYK & DAVIS CPA'S, INC | 34-1638235 | CANFIELD, OH | AUDITOR | $8K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLOTTA & FARLEY CO. | — | PERRYSBURG, OH | ATTORNEY | $11K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.