# Board Of Trustees Of Neca-Ibew Memphis Retirement Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-neca-ibew-memphis-retirement-plan-621256120-002

> Board Of Trustees Of Neca-Ibew Memphis Retirement Plan's DC plan: 3,153 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 Neca-Ibew Memphis Retirement Plan

- **Sponsor EIN:** 621256120

- **Sponsor Address:** 6525 CENTURION DRIVE, LANSING, MI, 489179275

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 3,153

- **Total Assets:** $230.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,153|$230.0M|$14.3M|$0|

| 2023|2,755|$213.4M|$12.7M|$0|

| 2022|2,389|$183.6M|$8.5M|$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|

| EMPOWER RETIREMENT|Recordkeeper|$106,135|—|$106,135|

| TIC MIDWEST|Other Service Provider|$57,284|—|$57,284|

| SEGAL MARCO ADVISORS|Other Service Provider|$51,000|—|$51,000|

| SEGAL SELECT INSURANCE SERVICES|Other Service Provider|$28,958|—|$28,958|

| THE SEGAL COMPANY|Other Service Provider|$24,738|—|$24,738|

| DGPERRY CPAS + ADVISORS|Auditor|$20,000|—|$20,000|

| LEDBETTER PARTNERS, LLC|Other Service Provider|$15,692|—|$15,692|

| CLIFTONLARSONALLEN LLP|Auditor|$9,096|—|$9,096|

### Verified Provider Profiles

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

- [EMPOWER RETIREMENT](https://planprovider.pro/provider/empower) — Recordkeeper

- [DGPERRY CPAS + ADVISORS](https://planprovider.pro/provider/dgperry-pllc) — Auditor

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $312,903

- **Estimated Expense Ratio:** 0.136% 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|$336,430|$51,000|$62,740|$29,096|—|

| 2023|$327,714|$92,033|$43,555|$36,313|—|

| 2022|$303,916|$51,000|$132,464|—|$73,587|

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