Plan Snapshot
- Plan Sponsor: Bd Of Ttees Of Electrical Contractors Assn & Local 134 Ibew Jt Pen Tst
- Sponsor EIN: 516030753
- Sponsor Address: 6195 W. 115TH STREET, ALSIP, IL, 60803
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $2.8B
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 | 0 | $2.8B | $0 | $0 |
| 2023 | 0 | $2.6B | $0 | $0 |
| 2022 | 0 | $2.3B | $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 |
|---|---|---|---|---|
| GCM GROSVENOR L.P. | Other Service Provider | $1,142,037 | — | $1,142,037 |
| ULLICO INVESTMENT ADVISORS INC. | Other Service Provider | $1,086,930 | — | $1,086,930 |
| BLUE OWL | Other Service Provider | $964,110 | — | $964,110 |
| 50 SOUTH CAPITAL ADVISORS, LLC | Other Service Provider | $826,976 | — | $826,976 |
| NATIONAL REAL ESTATE ADVISORS | Other Service Provider | $644,894 | — | $644,894 |
| ASB CAPITAL MANAGEMENT, LLC | Other Service Provider | $605,370 | — | $605,370 |
| J.P. MORGAN INVESTMENT MANAGEMENT | Recordkeeper | $602,805 | — | $602,805 |
| NORTHERN TRUST COMPANY | Other Service Provider | $265,875 | — | $265,875 |
| BAILLIE GIFFORD | Other Service Provider | $129,985 | — | $129,985 |
| STATE STREET GLOBAL ADVISOR TRUST | Other Service Provider | $115,705 | — | $115,705 |
| WILLIAM BLAIR | Other Service Provider | $86,893 | — | $86,893 |
| PACIFIC INVESTMENT MANAGEMENT CO | Other Service Provider | $56,797 | — | $56,797 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- J.P. MORGAN INVESTMENT MANAGEMENT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,528,377
- Estimated Expense Ratio: 0.233% 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 | $7,262,144 | $6,265,001 | — | — | — |
| 2023 | $3,196,313 | $2,217,725 | — | — | — |
| 2022 | $3,305,170 | $2,683,378 | — | — | — |