# Board Of Trustees Ibew Local No 640 & Arizona Chapter Neca H&W 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-ibew-local-no-640-arizona-chapter-neca-h-w-866052414-501

> Board Of Trustees Ibew Local No 640 & Arizona Chapter Neca H&W's 401(k) plan: 2,138 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Ibew Local No 640 & Arizona Chapter Neca H&W

- **Sponsor EIN:** 866052414

- **Sponsor Address:** 2001 W CAMELBACK RD STE B350, PHOENIX, AZ, 850157404

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 2,138

- **Total Assets:** $84.3M

## 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|2,138|$84.3M|$49.8M|$827,360|

| 2023|1,963|$61.6M|$48.1M|$731,810|

| 2022|1,592|$35.2M|$32.5M|$757,032|

## 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|

| BLUE CROSS BLUE SHIELD|Other Service Provider|$1,818,266|—|$1,818,266|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$718,238|—|$718,238|

| VARNUM LLP|ERISA Attorney|$102,892|—|$102,892|

| ALAN D BILLER ASSOCIATES|ERISA Attorney|$98,504|—|$98,504|

| THE SEGAL COMPANY|Other Service Provider|$84,880|—|$84,880|

| KELLEY LAW GROUP|ERISA Attorney|$68,057|—|$68,057|

| NECASTAR|Other Service Provider|$67,101|—|$67,101|

| INTERNATIONAL PRINTING|Other Service Provider|$32,655|—|$32,655|

| BALDWIN MOFFITT BEHM LLP|Other Service Provider|$31,744|—|$31,744|

| PNC BANK|Other Service Provider|$25,645|—|$25,645|

| LSV INVESTMENT MANAGEMENT|Other Service Provider|$18,198|—|$18,198|

| SEGAL SELECT INSURANCE|Other Service Provider|$11,596|—|$11,596|

| STOUT RISIUS ROSS LLC|Other Service Provider|$6,488|—|$6,488|

| NORTON HEALTH LAW PC|Other Service Provider|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [VARNUM LLP](https://planprovider.pro/provider/varnum-llp) — ERISA Attorney

- [ALAN D BILLER ASSOCIATES](https://planprovider.pro/provider/trucker-huss-apc) — ERISA Attorney

- [KELLEY LAW GROUP](https://planprovider.pro/provider/kelley-law-group-pllc) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,089,264

- **Estimated Expense Ratio:** 3.665% 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|$3,132,449|$116,702|$669,637|$31,744|—|

| 2023|$2,926,040|$50,226|$600,886|$29,755|—|

| 2022|$1,696,468|$32,861|$437,098|—|$150,342|

## Similar Plans

- [B Of T Ibew Local No 640 & Az Chapter Neca Defined Contribution Plan](https://planprovider.pro/companies/b-of-t-ibew-local-no-640-az-chapter-neca-defined-contribution-plan-plan) — 6,339 participants

- [B Of T Ibew Local 640 & Az Chapter Neca Db Pension Plan](https://planprovider.pro/companies/b-of-t-ibew-local-640-chapter-neca-db-pension-plan-plan) — 2,690 participants

- [Nxg, LLC](https://planprovider.pro/companies/nxg-llc-881461322-501) — 1,532 participants

- [B Of T Ibew Local Nos 570 & 518 And Southern Az Chap Neca Annuity Plan](https://planprovider.pro/companies/b-of-t-ibew-local-nos-570-518-and-southern-az-chap-neca-annuity-plan) — 1,470 participants

- [Wilson Electric Services Corporation](https://planprovider.pro/companies/wilson-electric-services-corporation-401k-plan) — 1,083 participants

- [Dp Electric INC](https://planprovider.pro/companies/dp-electric-inc-860728080-503) — 850 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-ibew-local-no-640-arizona-chapter-neca-h-w-866052414-501)

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