# Board Of Trustees Of Ibew Local 840 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-ibew-local-840-annuity-fund-plan

> Board Of Trustees Of Ibew Local 840 Annuity Fund's DC plan: 536 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 840 Annuity Fund

- **Sponsor EIN:** 226477218

- **Sponsor Address:** P.O. BOX 851, GENEVA, NY, 144560851

- **Plan Type:** DC

- **Total Participants:** 536

- **Total Assets:** $16.1M

## 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|536|$16.1M|$1.1M|$0|

| 2023|390|$15.6M|$968,481|$0|

| 2022|315|$14.8M|$919,744|$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|

| UBS FINANCIAL SERVICES, INC.|NONE|$86,572|—|$86,572|

| IBEW LOCAL 840 PENSION FUND|RELATED BENEFIT PLAN|$81,594|—|$81,594|

| BONADIO & CO.,LLP|NONE|$12,900|—|$12,900|

| LIFETIME BENEFIT SOLUTIONS|NONE|$10,485|—|$10,485|

| ROBERT PIZZO|NONE|$6,930|—|$6,930|

### Verified Provider Profiles

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

- [BONADIO & CO.,LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $198,481

- **Estimated Expense Ratio:** 1.232% 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|$203,234|$86,572|—|$12,900|—|

| 2023|$192,145|$87,524|—|$12,800|—|

| 2022|$205,837|$96,848|—|—|$20,720|

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