# Bd Of Trustees Neca-Ibew Local Union No 35 DC Plan
Source: https://planprovider.pro/companies/bd-of-trustees-neca-ibew-local-union-no-35-060008934-001

> Bd Of Trustees Neca-Ibew Local Union No 35's DC plan: 486 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees Neca-Ibew Local Union No 35

- **Sponsor EIN:** 060008934

- **Sponsor Address:** C/O SOLXSYS ADMINISTRATIVE SOLUTION, WALLINGFORD, CT, 064921955

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 486

- **Total Assets:** $96.3M

## 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:** No

## Plan Financials by Year

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

| 2024|486|$96.3M|$6.5M|$0|

| 2023|440|$89.9M|$5.0M|$0|

| 2022|440|$80.9M|$4.9M|$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|

| EMPOWER ANNUITY INSURANCE COMPANY|Other Service Provider|$99,792|—|$99,792|

| SOLXSYS ADMINISTRATIVE SOLUTIONS|Other Service Provider|$39,000|—|$39,000|

| MEKETA INVESTMENT GROUP LLP|Other Service Provider|$22,750|—|$22,750|

| ROBERT M CHEVERIE & ASSOC|Other Service Provider|$20,000|—|$20,000|

| NOVAK FRANCELLA|Auditor|$19,126|—|$19,126|

| ZENITH AMERICAN SOLUTIONS INC|Other Service Provider|$11,424|—|$11,424|

| THE SEGAL COMPANY|Other Service Provider|$5,318|—|$5,318|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $217,410

- **Estimated Expense Ratio:** 0.226% 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|$243,621|$22,750|$47,424|$10,900|—|

| 2023|$205,929|$23,907|$45,771|$10,500|—|

| 2022|$170,203|$79,432|$44,869|—|$34,260|

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