Plan Snapshot
- Plan Sponsor: Board Of Trustees Electrical Workers Pension Fund - Part C
- Sponsor EIN: 416052631
- Sponsor Address: 2002 LONDON ROAD, ROOM 300, DULUTH, MN, 558122144
- Plan Type: DC
- Total Participants: 193
- Total Assets: $73.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 193 | $73.2M | $1.9M | $0 |
| 2023 | 194 | $69.7M | $2.1M | $0 |
| 2022 | 236 | $61.2M | $1.9M | $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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | $16,438 | — | $16,438 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,438
- Estimated Expense Ratio: 0.022% 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 | $111,585 | $24,449 | $6,600 | $16,438 | — |
| 2023 | $110,483 | $25,181 | $6,600 | $16,035 | — |
| 2022 | $109,935 | $34,015 | $42,295 | — | $20,899 |