# Board Of Trustees Of Ibew Local 688 Retirement Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-ibew-local-688-retirement-fund-341536966-002

> Board Of Trustees Of Ibew Local 688 Retirement Fund's DC plan: 200 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 688 Retirement Fund

- **Sponsor EIN:** 341536966

- **Sponsor Address:** P.O. BOX 1384, MANSFIELD, OH, 44901

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 200

- **Total Assets:** $18.8M

## 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|200|$18.8M|$1.1M|$0|

| 2023|192|$16.9M|$1.0M|$0|

| 2022|183|$14.6M|$905,801|$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|

| I.B.E.W. 688 FRINGE BENEFIT FUNDS|Other Service Provider|$24,008|—|$24,008|

| DGPERRY, PLLC|Auditor|$14,490|—|$14,490|

| NATIONAL REAL ESTATE ADVISORS LLC|Other Service Provider|$14,409|—|$14,409|

| MARINER WEALTH ADVISORS, LLC|Other Service Provider|$10,795|—|$10,795|

| LIBERTY INSURANCE AGENCY|Other Service Provider|$10,736|—|$10,736|

| BENESYS INC|Other Service Provider|$10,603|—|$10,603|

| MACALA & PIATT LLC|Other Service Provider|$6,212|—|$6,212|

| FIFTH THIRD|Other Service Provider|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [DGPERRY, PLLC](https://planprovider.pro/provider/dgperry-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $96,253

- **Estimated Expense Ratio:** 0.513% 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|$102,478|$30,204|$34,611|$14,490|—|

| 2023|$97,891|$30,697|$31,569|$14,116|—|

| 2022|$99,593|$29,895|$11,175|—|$44,446|

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