Plan Snapshot
- Plan Sponsor: Bd Of Trustees - Ibew Local Union No. 873
- Sponsor EIN: 350415484
- Sponsor Address: 2739 N. 50 E., KOKOMO, IN, 469018590
- Plan Type: DC
- Total Participants: 562
- Total Assets: $80.2M
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 | 562 | $80.2M | $0 | $0 |
| 2023 | 520 | $58.0M | $0 | $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 |
|---|---|---|---|---|
| L.M. HENDERSON & COMPANY, LLP | Auditor | $17,750 | — | $17,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,750
- Estimated Expense Ratio: 0.022% 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 | $166,118 | $61,823 | $53,739 | $17,750 | — |
| 2023 | $223,580 | $67,898 | $89,254 | — | $46,920 |