# Board Of Trustees, Ibew/Neca Sound And Communications 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-ibew-neca-sound-and-communications-770234638-501

> Board Of Trustees, Ibew/Neca Sound And Communications's 401(k) plan: 3,014 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/Neca Sound And Communications

- **Sponsor EIN:** 770234638

- **Sponsor Address:** 6800 SANTA TERESA BLVD STE 100, SAN JOSE, CA, 95119

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

- **Plan Number:** 501

- **Total Participants:** 3,014

- **Total Assets:** $89.2M

## 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|3,014|$89.2M|$78.3M|$328,629|

| 2023|3,086|$78.0M|$68.4M|$414,548|

| 2022|3,210|$75.6M|$66.5M|$346,276|

## 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|

| UNITED ADMINISTRATIVE SERVICES|Other Service Provider|$1,124,328|—|$1,124,328|

| ANTHEM BLUE CROSS|Other Service Provider|$458,210|—|$458,210|

| MILLER KAPLAN ARASE LLP|Auditor|$195,225|—|$195,225|

| BAY SPORT INC.|Other Service Provider|$143,364|—|$143,364|

| SMART SOURCE OF CA|Other Service Provider|$115,070|—|$115,070|

| UNION DATA SYSTEMS|Other Service Provider|$84,729|—|$84,729|

| NEYHART, ANDERSON, FLYNN & GROSBOLL|Other Service Provider|$53,750|—|$53,750|

| PRUDENTIAL TRUST CO|Other Service Provider|$52,648|—|$52,648|

| PATRIOT GROWTH INSURANCE SERVICES|Other Service Provider|$48,000|—|$48,000|

| TELLUS HEALTH|Other Service Provider|$43,378|—|$43,378|

| PSG CONSULTING, LLC|Other Service Provider|$41,783|—|$41,783|

| ALAN D. BILLER & ASSOCIATES, INC.|ERISA Attorney|$36,000|—|$36,000|

| MEDEXPERT INTERNATIONAL, INC.|Other Service Provider|$24,000|—|$24,000|

| NEUBERGER BERMAN|Other Service Provider|$19,455|—|$19,455|

### Verified Provider Profiles

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

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,439,940

- **Estimated Expense Ratio:** 2.737% 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|$2,016,815|$108,103|$881,196|$43,946|—|

| 2023|$2,023,714|$80,153|$908,808|$31,750|—|

| 2022|$2,015,594|$74,687|$1,170,706|—|$307,564|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-ibew-neca-sound-and-communications-770234638-501)

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