# Bd Of Trustees For Electrical Wkrs Loc No. 26 Individual Account Fund DC Plan
Source: https://planprovider.pro/companies/bd-of-trustees-for-electrical-wkrs-loc-no-26-individual-account-fund-plan

> Bd Of Trustees For Electrical Wkrs Loc No. 26 Individual Account Fund's DC plan: 12,273 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees For Electrical Wkrs Loc No. 26 Individual Account Fund

- **Sponsor EIN:** 521250801

- **Sponsor Address:** 10003 DEREKWOOD LANE, SUITE 130, LANHAM, MD, 207064811

- **Plan Type:** DC

- **Total Participants:** 12,273

- **Total Assets:** $1.3B

## 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:** Yes

## Plan Financials by Year

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

| 2024|12,273|$1.3B|$60.6M|$0|

| 2023|11,691|$1.1B|$51.9M|$0|

| 2022|11,479|$948.4M|$50.9M|$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|

| ELECTRICAL WELFARE TRUST FUND|SERVICE PROVIDER|$717,877|—|$717,877|

| FIDELITY INVMTS. INST. OPERATIONS|SERVICE PROVIDER|$655,515|—|$655,515|

| SARFINO AND RHOADES, LLP|SERVICE PROVIDER|$60,935|—|$60,935|

| SEGAL MARCO ADVISORS|SERVICE PROVIDER|$49,150|—|$49,150|

| O'DONOGHUE AND O'DONOGHUE|SERVICE PROVIDER|$21,980|—|$21,980|

| SLEVIN & HART P.C.|SERVICE PROVIDER|$13,019|—|$13,019|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVMTS. INST. OPERATIONS](https://planprovider.pro/provider/fidelity-investments) — SERVICE PROVIDER

- [SLEVIN & HART P.C.](https://planprovider.pro/provider/slevin-and-hart-pc) — SERVICE PROVIDER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,518,476

- **Estimated Expense Ratio:** 0.117% 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|$1,846,801|$314,839|$717,877|$60,935|—|

| 2023|$1,129,642|$269,684|$241,180|$54,325|—|

| 2022|$1,203,959|$199,701|$731,375|—|$151,777|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-trustees-for-electrical-wkrs-loc-no-26-individual-account-fund-plan)

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