# Board Of Trustees Of Carolina Electrical Workers Retirement Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-carolina-electrical-workers-retirement-fund-plan

> Board Of Trustees Of Carolina Electrical Workers Retirement Fund's DC plan: 5,190 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Carolina Electrical Workers Retirement Fund

- **Sponsor EIN:** 561351864

- **Sponsor Address:** 2010 NW 150TH AVE, PEMBROKE PINES, FL, 330282887

- **Plan Type:** DC

- **Total Participants:** 5,190

- **Total Assets:** $154.0M

## 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|5,190|$154.0M|$12.2M|$0|

| 2023|6,154|$136.1M|$8.5M|$0|

| 2022|5,806|$127.5M|$8.1M|$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|

| CALIBRE CPA GROUP, PLLC|Auditor|$41,500|—|$41,500|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $41,500

- **Estimated Expense Ratio:** 0.027% 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|$1,059,570|$739,949|$86,237|$41,500|—|

| 2023|$1,076,393|$836,777|$70,800|$42,907|—|

| 2022|$1,030,299|$783,653|$70,800|—|$86,456|

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