Plan Snapshot
- Plan Sponsor: Bd Of Trustees Ibew-Neca Retirement Plan Local Union 257
- Sponsor EIN: 431188395
- Sponsor Address: 5735 ELIZABETH AVENUE, ST. LOUIS, MO, 631102801
- Plan Type: DC
- Total Participants: 659
- Total Assets: $213.4M
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 | 659 | $213.4M | $7.1M | $0 |
| 2023 | 632 | $192.0M | $6.8M | $0 |
| 2022 | 625 | $161.5M | $6.1M | $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 |
|---|---|---|---|---|
| IBEW-NECA SERVICE CENTER | COMMON AFFILIATION | $108,582 | — | $108,582 |
| ANDERS MINKLER HUBER & HELM LLP | NONE | $29,618 | — | $29,618 |
| SCARBOROUGH ALLIANCE GROUP | NONE | $20,667 | — | $20,667 |
| MARQUETTE & ASSOCIATES | NONE | $20,000 | — | $20,000 |
| EMPOWER ANNUITY INSURANCE COMPANY | NONE | $18,311 | — | $18,311 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $197,178
- Estimated Expense Ratio: 0.092% 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 | $274,701 | $40,667 | $18,311 | $29,618 | — |
| 2023 | $224,003 | $40,667 | $17,934 | $34,863 | — |
| 2022 | $227,687 | $40,667 | $17,290 | — | $31,125 |