# Board Of Trustees Intl Brotherhood Elec Workers Sound & Comm Div Ret DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-intl-brotherhood-elec-workers-sound-comm-div-ret-386233909-002

> Board Of Trustees Intl Brotherhood Elec Workers Sound & Comm Div Ret's DB plan: 879 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Intl Brotherhood Elec Workers Sound & Comm Div Ret

- **Sponsor EIN:** 386233909

- **Sponsor Address:** P O BOX 71337, MADISON HEIGHTS, MI, 48071

- **Plan Type:** DB

- **Plan Number:** 002

- **Total Participants:** 879

- **Total Assets:** $82.9M

## 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|879|$82.9M|$8.0M|$0|

| 2023|865|$70.3M|$6.4M|$0|

| 2022|858|$63.0M|$5.9M|$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|

| E CRAIG YOUNG|Other Service Provider|$52,068|—|$52,068|

| DENISE GIPSON|Other Service Provider|$44,498|—|$44,498|

| MCCLAIN SMITH & WENZ PC|Auditor|$39,173|—|$39,173|

| UNITED ACTUARIAL SERVICES INC.|Other Service Provider|$23,000|—|$23,000|

| COMERICA BANK|Other Service Provider|$20,943|—|$20,943|

| WATKINS PAWLICK CALATI & PRIFTI, PC|Other Service Provider|$10,407|—|$10,407|

| SOLXSYS ADMINISTRATIVE SOLUTIONS|Other Service Provider|$6,893|—|$6,893|

| MORGAN STANLEY|Recordkeeper|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [MCCLAIN SMITH & WENZ PC](https://planprovider.pro/provider/mcclain-smith-and-wenz-pc) — Auditor

- [MORGAN STANLEY](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $201,982

- **Estimated Expense Ratio:** 0.244% 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|$347,302|$5,000|—|$39,173|—|

| 2023|$387,129|$5,000|—|$26,521|—|

| 2022|$334,633|$25,359|—|—|$52,609|

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