Park Ohio Industries And Subsidiaries Pension Plan
Sponsored by Park Ohio Industries Inc · EIN 346520107 · Plan #002
- Total assets
- $159M
- Net assets
- $156M
- Active participants
- 1,961
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Clearstead Advisors, Llc CRD 105674 | deterministic · 100% | 2024 |
| Gamco Asset Management Inc. CRD 104950 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Direct payment from the plan | $295,407 |
| Clearstead Advisors Llc | Investment management, Investment management fees (direct) | $137,290 |
| Gamco Asset Management Inc | Investment management, Investment management fees (direct) | $106,847 |
| Key Bank | Custodial (securities), Direct payment from the plan | $100,357 |
| Charles Schwab & Co., Inc. | Custodial (securities), Direct payment from the plan | $87,188 |
| Boyd Watterson Asset Mgt Llc | Investment management, Investment management fees (direct) | $54,067 |
| Empower | Custodial (securities), Direct payment from the plan | $36,716 |
| Us Bank National Association | Trustee (directed), Direct payment from the plan | $33,638 |
| Bober Markey Fedorovich | Accounting, Direct payment from the plan | $18,000 |
| Squire Patton Boggs (Us) Llp | Legal, Investment management fees (direct) | $8,190 |
| Marcella E. Griffin | Recordkeeping, Participant communication, Direct payment from the plan | $5,100 |