Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Carolinas Electrical Workers Vacation Fund
- Sponsor EIN: 861444655
- Sponsor Address: 2010 NW 150TH AVE, PEMBROKE PINES, FL, 33028
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,978
- Total Assets: $1.1M
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 | 1,978 | $1.1M | $1.9M | $0 |
| 2023 | 1,468 | $425,465 | $857,241 | $0 |
| 2022 | 1,820 | $307,764 | $657,460 | $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 | $11,300 | — | $11,300 |
| COMPUSYS | Other Service Provider | $8,400 | — | $8,400 |
| US BANK | Other Service Provider | $6,527 | — | $6,527 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $26,227
- Estimated Expense Ratio: 2.494% 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 | $36,236 | — | — | $11,300 | — |
| 2023 | $29,749 | — | — | $10,500 | — |
| 2022 | $24,400 | — | — | — | $24,400 |