# Bd Of Ttees Of Electrical Contractors Assn & Local 134 Ibew Jt Pen Tst 401(k) Plan
Source: https://planprovider.pro/companies/bd-of-ttees-of-electrical-contractors-assn-local-134-ibew-jt-pen-tst-516030753-001

> Bd Of Ttees Of Electrical Contractors Assn & Local 134 Ibew Jt Pen Tst's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-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|—|—|—|

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