# Board Of Trustees Of The Ibew Local No. 58 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-ibew-local-no-58-annuity-fund-plan-002

> Board Of Trustees Of The Ibew Local No. 58 Annuity Fund's DC plan: 5,364 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 The Ibew Local No. 58 Annuity Fund

- **Sponsor EIN:** 382749515

- **Sponsor Address:** PO BOX 71337, MADISON HEIGHTS, MI, 480710337

- **Plan Type:** DC

- **Total Participants:** 5,364

- **Total Assets:** $919.4M

## 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|5,364|$919.4M|$29.2M|$18.9M|

| 2023|5,385|$820.7M|$27.9M|$17.3M|

## 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 ANNUITY INSURANCE COMPANY|NONE|$264,450|—|$264,450|

| MORGAN STANLEY|NONE|$215,000|—|$215,000|

| CHRISTINA MILLS-TURKALY|EMPLOYEE (WAGES PAID)|$75,500|—|$75,500|

| E CRAIG YOUNG|EMPLOYEE (WAGES PAID)|$71,851|—|$71,851|

| SAMUEL LUKAS|EMPLOYEE (WAGES PAID)|$48,100|—|$48,100|

| MCCLAIN SMITH & WENZ PC|AUDITOR OF PARENT ORGANIZ|$32,288|—|$32,288|

| WATKINS PAWLICK CALATI & PRIFTI, PC|NONE|$25,532|—|$25,532|

| SOLXSYS ADMINISTRATIVE SOLUTIONS|NONE|$23,617|—|$23,617|

| AUXIOM|NONE|$12,749|—|$12,749|

| BENESYS INC|NONE|$7,182|—|$7,182|

| MACQUEEN INSURANCE|NONE|$7,050|—|$7,050|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MCCLAIN SMITH & WENZ PC](https://planprovider.pro/provider/mcclain-smith-and-wenz-pc) — AUDITOR OF PARENT ORGANIZ

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $783,319

- **Estimated Expense Ratio:** 0.085% 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|$1,098,744|$215,000|—|$32,288|—|

| 2023|$1,199,155|$215,000|—|$36,612|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-ibew-local-no-58-annuity-fund-plan-002)

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