# Board Of Trustees, Ibew Local No. 725 DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-ibew-local-no-725-351860603-001

> Board Of Trustees, Ibew Local No. 725's DC plan: 1,478 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 No. 725

- **Sponsor EIN:** 351860603

- **Sponsor Address:** 7440 WOODLAND DRIVE PO BOX 68994, INDIANAPOLIS, IN, 462781720

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 1,478

- **Total Assets:** $127.9M

## 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|1,478|$127.9M|$7.7M|$0|

| 2023|1,457|$115.2M|$7.4M|$0|

| 2022|1,051|$98.8M|$5.7M|$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|

| EMPOWER ANNUITY INSURANCE CO|Other Service Provider|$90,933|—|$90,933|

| UMR|Other Service Provider|$38,479|—|$38,479|

| STANDARD VALUATIONS|Other Service Provider|$32,500|—|$32,500|

| LEDBETTER PARTNERS LLC|Other Service Provider|$17,913|—|$17,913|

| LEGACY PROFESSIONALS LLP|Auditor|$17,000|—|$17,000|

### Verified Provider Profiles

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

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $196,825

- **Estimated Expense Ratio:** 0.154% 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|$225,497|$123,433|$38,479|$17,000|—|

| 2023|$232,475|$98,004|$43,380|$17,000|—|

| 2022|$146,042|$28,500|$38,929|—|$44,691|

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