# B Of T Ibew Local Nos 570 & 518 And Southern Az Chap Neca Annuity Plan DC Plan
Source: https://planprovider.pro/companies/b-of-t-ibew-local-nos-570-518-and-southern-az-chap-neca-annuity-plan

> B Of T Ibew Local Nos 570 & 518 And Southern Az Chap Neca Annuity Plan's DC plan: 1,470 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** B Of T Ibew Local Nos 570 & 518 And Southern Az Chap Neca Annuity Plan

- **Sponsor EIN:** 866089862

- **Sponsor Address:** 2550 W UNION HILLS DR STE 290, PHOENIX, AZ, 850275198

- **Plan Type:** DC

- **Total Participants:** 1,470

- **Total Assets:** $42.3M

## 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|1,470|$42.3M|$2.8M|$0|

| 2023|1,481|$38.4M|$2.7M|$0|

| 2022|1,484|$33.0M|$2.5M|$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|$23,202|—|$23,202|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $23,202

- **Estimated Expense Ratio:** 0.055% 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|$270,978|$170,757|$30,600|$23,202|—|

| 2023|$253,444|$166,089|$30,600|$21,076|—|

| 2022|$274,936|$168,722|$30,608|—|$51,822|

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