Plan Snapshot
- Plan Sponsor: Electrical Workers Defined Contribution Plan For Northern Nevada
- Sponsor EIN: 880138556
- Sponsor Address: 445 APPLE ST, RENO, NV, 895023544
- Plan Type: DC
- Total Participants: 2,140
- Total Assets: $128.8M
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 | 2,140 | $128.8M | $12.9M | $0 |
| 2023 | 2,039 | $114.7M | $11.1M | $0 |
| 2022 | 1,585 | $93.2M | $7.5M | $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 |
|---|---|---|---|---|
| CASEY NEILON, INC. | Auditor | $34,000 | — | $34,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,000
- Estimated Expense Ratio: 0.026% 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 | $243,809 | $37,500 | $75,223 | $34,000 | — |
| 2023 | $315,132 | $50,000 | $69,123 | $34,000 | — |
| 2022 | $288,638 | $64,782 | $71,480 | — | $73,021 |