# Board Of Trustees Annuity Fund Ibew Local 96 DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-annuity-fund-ibew-local-96-plan

> Board Of Trustees Annuity Fund Ibew Local 96's DC plan: 730 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Annuity Fund Ibew Local 96

- **Sponsor EIN:** 046295080

- **Sponsor Address:** P.O. BOX 5817, WALLINGFORD, CT, 06492

- **Plan Type:** DC

- **Total Participants:** 730

- **Total Assets:** $103.2M

## 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:** Yes

## Plan Financials by Year

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

| 2024|730|$103.2M|$0|$0|

| 2023|694|$96.5M|$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|

| NOVAK FRANCELLA, LLC|Auditor|$8,900|—|$8,900|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA, LLC](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:** $8,900

- **Estimated Expense Ratio:** 0.009% 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|$188,363|$9,900|$53,256|$8,900|—|

| 2023|$165,392|$13,200|$50,220|—|$27,471|

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