# Board Of Trustees Of I.B.E.W. Local 25 401k Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-i-b-e-w-local-25-401k-fund-plan

> Board Of Trustees Of I.B.E.W. Local 25 401k Fund's DC plan: 2,394 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 Of I.B.E.W. Local 25 401k Fund

- **Sponsor EIN:** 112744709

- **Sponsor Address:** 372 VANDERBILT MOTOR PARKWAY, HAUPPAUGE, NY, 117885133

- **Plan Type:** DC

- **Total Participants:** 2,394

- **Total Assets:** $428.6M

## 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|2,394|$428.6M|$4.7M|$14.0M|

| 2023|2,403|$395.6M|$4.5M|$13.6M|

| 2022|2,389|$361.5M|$4.3M|$13.7M|

## 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|

| NATIONAL INVESTMENT SERVICES|NONE|$143,573|—|$143,573|

| BANK OF NEW YORK MELLON|NONE|$134,846|—|$134,846|

| LOOMIS SAYLES TRUST COMPANY, LLC|NONE|$100,205|—|$100,205|

| PANAGORA ASSET MANAGEMENT|NONE|$84,684|—|$84,684|

| SEGAL MARCO ADVISORS|NONE|$75,648|—|$75,648|

| LSV ASSET MANAGEMENT|NONE|$67,697|—|$67,697|

| SCHULTHEIS & PANETTIERI, LLP|NONE|$38,000|—|$38,000|

| ARCHER, BYINGTON, GLENNON & LEVINE|ATTORNEY|$20,694|—|$20,694|

| BERARD & ASSOCIATES, CPA'S PC|NONE|$5,400|—|$5,400|

### Verified Provider Profiles

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

- [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $670,747

- **Estimated Expense Ratio:** 0.156% 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|$1,366,193|$530,956|—|$37,000|—|

| 2023|$1,279,327|$621,635|—|$41,400|—|

| 2022|$1,247,346|$603,892|—|—|$59,574|

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