Plan Snapshot
- Plan Sponsor: Board Of Trustees Ibew-Neca Vacation Fund, Local 257
- Sponsor EIN: 436107665
- Sponsor Address: 5735 ELIZABETH AVENUE, ST. LOUIS, MO, 63110
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 632
- Total Assets: $2.6M
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 | 632 | $2.6M | $3.3M | $0 |
| 2023 | 661 | $2.5M | $3.2M | $0 |
| 2022 | 621 | $2.4M | $3.0M | $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 |
|---|---|---|---|---|
| IBEW-NECA SERVICE CENTER | Other Service Provider | $81,844 | — | $81,844 |
| ANDERS MINKLER HUBER HELM LLP | Auditor | $22,133 | — | $22,133 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER HELM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,977
- Estimated Expense Ratio: 3.940% 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 | $126,167 | — | — | $22,133 | — |
| 2023 | $95,660 | — | — | $27,523 | — |
| 2022 | $83,489 | — | — | — | $24,350 |