# Board Of Trustees Ibew Local Union # 756 Pension Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-ibew-local-union-756-pension-fund-plan

> Board Of Trustees Ibew Local Union # 756 Pension Fund's DC plan: 492 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

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