# Board Of Trustees Local No. 8 Ibew Retirement Plan & Trust DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-no-8-ibew-retirement-plan-trust-plan

> Board Of Trustees Local No. 8 Ibew Retirement Plan & Trust's DC plan: 2,619 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 Local No. 8 Ibew Retirement Plan & Trust

- **Sponsor EIN:** 346596899

- **Sponsor Address:** 727 LIME CITY ROAD, ROSSFORD, OH, 434601611

- **Plan Type:** DC

- **Total Participants:** 2,619

- **Total Assets:** $671.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,619|$671.0M|$20.6M|$5.8M|

| 2023|2,292|$614.2M|$18.2M|$5.1M|

| 2022|2,665|$545.7M|$19.0M|$5.6M|

## 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|

| GALLAGHER FIDUCIARY ADVISORS, LLC|INVESTMENT CONSULTANT|$352,159|—|$352,159|

| NWO ELECTRICAL ADMIN. INC.|TPA|$335,407|—|$335,407|

| BLACKSTONE INVESTMENT MANAGEMENT|INVESTMENT PROVIDER|$314,163|—|$314,163|

| COLUMBIA MANAGEMENT INVESTMENT ADVI|INVESTMENT PROVIDER|$290,067|—|$290,067|

| WEDGE CAPITAL MANAGEMENT LLP|INVESTMENT PROVIDER|$233,429|—|$233,429|

| METROPOLITAN WEST ASSET MANAGEMENT|INVESTMENT PROVIDER|$219,441|—|$219,441|

| EMPOWER ANNUITY INS CO. OF AMERICA|RECORDKEEPER|$205,053|—|$205,053|

| NEW TOWER TRUST COMPANY|INVESTMENT PROVIDER|$200,365|—|$200,365|

| RIVER ROAD ASSET MANAGEMENT, LLC|INVESTMENT PROVIDER|$186,659|—|$186,659|

| PARAMETRIC PORTFOLIO ASSOCIATES|INVESTMENT PROVIDER|$185,724|—|$185,724|

| SHUMAKER, LOOP & KENDRICK, LLP|ATTORNEY|$37,298|—|$37,298|

| MSPC CPAS & ADVISORS, P.C.|AUDITORS|$29,279|—|$29,279|

| INNOVATIVE SOFTWARE SOLUTIONS, INC|IT CONSULTANT|$20,788|—|$20,788|

| SEGAL MARCO ADVISORS|ADVISOR|$9,375|—|$9,375|

### Verified Provider Profiles

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

- [COLUMBIA MANAGEMENT INVESTMENT ADVI](https://planprovider.pro/provider/ameriprise-financial-services-llc) — INVESTMENT PROVIDER

- [MSPC CPAS & ADVISORS, P.C.](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — AUDITORS

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,619,207

- **Estimated Expense Ratio:** 0.390% 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|$2,331,703|$1,629,848|—|$29,279|—|

| 2023|$2,234,407|$1,591,574|—|$31,694|—|

| 2022|$1,743,328|$1,119,484|—|—|$51,481|

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