# Board Of Trustees Operating Engineers Local 77 Individual Account Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-operating-engineers-local-77-individual-account-plan-plan

> Board Of Trustees Operating Engineers Local 77 Individual Account Plan's DC plan: 5,247 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Operating Engineers Local 77 Individual Account Plan

- **Sponsor EIN:** 522241121

- **Sponsor Address:** 911 RIDGEBROOK ROAD, SPARKS, MD, 211529459

- **Plan Type:** DC

- **Total Participants:** 5,247

- **Total Assets:** $51.7M

## 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|5,247|$51.7M|$2.9M|$1.2M|

| 2023|5,085|$46.3M|$2.5M|$1.1M|

| 2022|2,958|$39.9M|$3.1M|$1.0M|

## 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|

| CALIBRE CPA GROUP, PLLC|Auditor|$13,705|—|$13,705|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,705

- **Estimated Expense Ratio:** 0.027% 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|$540,578|$30,077|$119,483|$13,705|—|

| 2023|$346,901|$25,047|$300,624|$11,105|—|

| 2022|$398,486|$20,043|$352,441|—|$22,810|

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