Plan Snapshot
- Plan Sponsor: Board Of Trustees Ibew Local Union # 756 Pension Fund
- Sponsor EIN: 596556447
- Sponsor Address: 8657 BAYPINE ROAD, JACKSONVILLE, FL, 322568634
- Plan Type: DC
- Total Participants: 492
- Total Assets: $37.3M
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 | 492 | $37.3M | $1.8M | $0 |
| 2023 | 349 | $32.0M | $0 | $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 |
|---|---|---|---|---|
| STEVEN D. EISENBERG CPA, P.A. | Auditor | $6,975 | — | $6,975 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,975
- Estimated Expense Ratio: 0.019% 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 | $216,645 | $84,394 | $37,081 | $6,975 | — |
| 2023 | $358,527 | $191,938 | $60,458 | — | $62,149 |