# Board Of Trustees Of Ibew Local 139 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-ibew-local-139-annuity-fund-516029959-001

> Board Of Trustees Of Ibew Local 139 Annuity Fund's DC plan: 231 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 Ibew Local 139 Annuity Fund

- **Sponsor EIN:** 516029959

- **Sponsor Address:** 415 WEST SECOND STREET, ELMIRA, NY, 14901

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 231

- **Total Assets:** $25.4M

## 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|231|$25.4M|$3.4M|$0|

| 2023|220|$22.6M|$3.2M|$0|

| 2022|232|$19.9M|$2.5M|$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|

| MANNING & NAPIER ADVISORS, INC.|Other Service Provider|$28,984|—|$28,984|

| MENGEL, METZGER, BARR & CO.|Auditor|$25,500|—|$25,500|

| ASB CAPITAL COMPANY|Other Service Provider|$17,545|—|$17,545|

| BLITMAN & KING|ERISA Attorney|$14,649|—|$14,649|

| IPS|Other Service Provider|$14,250|—|$14,250|

| HGK TRINITY STREET INTERNATIONAL|Other Service Provider|$14,057|—|$14,057|

| MCCARTHY & ASSOCIATES|Other Service Provider|$11,562|—|$11,562|

| AMAGALMATED|Other Service Provider|$11,046|—|$11,046|

### Verified Provider Profiles

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

- [MENGEL, METZGER, BARR & CO.](https://planprovider.pro/provider/mengel-metzger-barr-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $137,593

- **Estimated Expense Ratio:** 0.541% 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|$245,736|$85,592|—|$25,500|—|

| 2023|$254,637|$98,444|—|$17,000|—|

| 2022|$264,687|$117,258|—|—|$51,417|

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