# Board Of Trustees, Ibew Local 684 Money Purchase DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-ibew-local-684-money-purchase-946442909-002

> Board Of Trustees, Ibew Local 684 Money Purchase's DC plan: 463 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, Ibew Local 684 Money Purchase

- **Sponsor EIN:** 946442909

- **Sponsor Address:** 7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA, 94566

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 463

- **Total Assets:** $44.2M

## 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|463|$44.2M|$3.3M|$354,316|

| 2023|459|$40.6M|$3.6M|$364,457|

| 2022|453|$32.7M|$3.1M|$285,124|

## 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|

| MILLIMAN, INC.|Recordkeeper|$60,290|—|$60,290|

| VERUS ADVISORY, INC.|Other Service Provider|$57,260|—|$57,260|

| BENESYS, INC.|Other Service Provider|$29,067|—|$29,067|

| MILLER KAPLAN ARASE LLP|Auditor|$20,922|—|$20,922|

| MATRIX TRUST COMPANY|Recordkeeper|$9,485|—|$9,485|

| NEYHART, ANDERSON, FLYNN & GROSBOLL|Other Service Provider|$8,155|—|$8,155|

### Verified Provider Profiles

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

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $185,179

- **Estimated Expense Ratio:** 0.419% 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|$207,005|$57,260|$29,067|$19,400|—|

| 2023|$194,522|$49,870|$31,362|$18,470|—|

| 2022|$184,764|$53,753|$29,013|—|$31,014|

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