Plan Snapshot
- Plan Sponsor: Board Of Trustees Ibew Eastern States Pension Plan
- Sponsor EIN: 146032279
- Sponsor Address: 20000 HORIZON WAY, MOUNT LAURAL, NJ, 08054
- Plan Type: DB
- Total Participants: 15
- Total Assets: $4.3M
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 | 15 | $4.3M | $66,804 | $0 |
| 2023 | 19 | $4.5M | $93,296 | $0 |
| 2022 | 19 | $4.3M | $105,896 | $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 |
|---|---|---|---|---|
| BARATZ & ASSOCIATES | Auditor | $10,175 | — | $10,175 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARATZ & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,175
- Estimated Expense Ratio: 0.237% 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 | $239,750 | $8,619 | $29,450 | $10,175 | — |
| 2023 | $281,993 | $4,078 | $45,624 | $26,825 | — |
| 2022 | $129,234 | $9,400 | $25,680 | — | $67,992 |