# B Of T Ibew Local No 640 & Az Chapter Neca Defined Contribution Plan DC Plan
Source: https://planprovider.pro/companies/b-of-t-ibew-local-no-640-az-chapter-neca-defined-contribution-plan-plan

> B Of T Ibew Local No 640 & Az Chapter Neca Defined Contribution Plan's DC plan: 6,339 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** B Of T Ibew Local No 640 & Az Chapter Neca Defined Contribution Plan

- **Sponsor EIN:** 860323980

- **Sponsor Address:** 2001 W CAMELBACK RD STE B350, PHOENIX, AZ, 850157404

- **Plan Type:** DC

- **Total Participants:** 6,339

- **Total Assets:** $137.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|6,339|$137.0M|$11.2M|$930,138|

| 2023|5,798|$119.7M|$10.3M|$0|

| 2022|3,942|$100.5M|$7.2M|$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|

| BALDWIN MOFFITT BEHM LLP|Auditor|$25,966|—|$25,966|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $25,966

- **Estimated Expense Ratio:** 0.019% 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|$606,409|$376,738|$117,190|$25,966|—|

| 2023|$823,075|$481,877|$113,777|—|—|

| 2022|$566,249|$325,846|$110,433|—|$83,678|

## Similar Plans

- [B Of T Ibew Local 640 & Az Chapter Neca Db Pension Plan](https://planprovider.pro/companies/b-of-t-ibew-local-640-chapter-neca-db-pension-plan-plan) — 2,690 participants

- [B Of T Ibew Local Nos 570 & 518 And Southern Az Chap Neca Annuity Plan](https://planprovider.pro/companies/b-of-t-ibew-local-nos-570-518-and-southern-az-chap-neca-annuity-plan) — 1,470 participants

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- [B Of T Ibew Local Nos 570 & 518 And Southern Az Chap Neca Pension Plan](https://planprovider.pro/companies/b-of-t-ibew-local-nos-570-518-and-southern-az-chap-neca-pension-plan-plan) — 600 participants

- [D.P. Electric, INC.](https://planprovider.pro/companies/d-p-electric-inc-401k-plan) — 583 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/b-of-t-ibew-local-no-640-az-chapter-neca-defined-contribution-plan-plan)

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