Plan Snapshot
- Plan Sponsor: Bd Of Tees Of Neca Lu No 313 Ibew Deferred Income Plan
- Sponsor EIN: 510285774
- Sponsor Address: TWO GATEWAY CENTER, 603 STANWIX ST, PITTSBURGH, PA, 152221452
- Plan Type: DC
- Total Participants: 1,366
- Total Assets: $226.0M
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 | 1,366 | $226.0M | $10.8M | $0 |
| 2023 | 1,372 | $201.9M | $10.2M | $0 |
| 2022 | 1,354 | $169.7M | $8.9M | $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 |
|---|---|---|---|---|
| WITHUM SMITH & BROWN, PC | Auditor | $14,079 | — | $14,079 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH & BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,079
- Estimated Expense Ratio: 0.006% 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 | $1,225,677 | $50,000 | $58,844 | $14,079 | — |
| 2023 | $277,966 | $188,996 | $51,667 | $14,455 | — |
| 2022 | $214,308 | $109,185 | $61,061 | — | $28,298 |