# Board Of Trustees, Orange County Ibew-Neca Electrical DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-orange-county-ibew-neca-electrical-760759816-001

> Board Of Trustees, Orange County Ibew-Neca Electrical's DC plan: 4,316 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, Orange County Ibew-Neca Electrical

- **Sponsor EIN:** 760759816

- **Sponsor Address:** 6800 SANTA TERESA BLVD STE 100, SAN JOSE, CA, 95119

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 4,316

- **Total Assets:** $335.4M

## 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|4,316|$335.4M|$13.6M|$0|

| 2023|4,246|$301.3M|$13.6M|$0|

| 2022|5,550|$261.9M|$13.8M|$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 ANNUITY INSURANCE COMPANY|Other Service Provider|$460,755|—|$460,755|

| UNITED ADMINISTRATIVE SERVICES INC|Other Service Provider|$54,243|—|$54,243|

| STRATEGIC CAPITAL INVESTMENT ADVISO|Other Service Provider|$48,000|—|$48,000|

| NEYHART ANDERSON FLYNN & GROSBOLL|Other Service Provider|$25,317|—|$25,317|

| MILLER KAPLAN ARASE LLP|Auditor|$23,000|—|$23,000|

| MARSH & MCLENNAN AGENCY|Investment Advisor|—|$6,731|$6,731|

### Verified Provider Profiles

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

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [MARSH & MCLENNAN AGENCY](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $618,046

- **Estimated Expense Ratio:** 0.184% 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|$666,073|$48,000|$54,243|$23,000|—|

| 2023|$650,828|$48,000|$53,597|$22,000|—|

| 2022|$507,525|$47,500|$51,660|—|$39,861|

## Similar Plans

- [Board Of Trustees, Southern California Ibew-Neca](https://planprovider.pro/companies/board-of-trustees-southern-california-ibew-neca-plan-002) — 26,682 participants

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- [San Diego Electrical Pension Trust](https://planprovider.pro/companies/san-diego-electrical-pension-trust-plan) — 4,314 participants

- [Board Of Trustees, Ibew/Neca Sound And Communications](https://planprovider.pro/companies/board-of-trustees-ibew-neca-sound-and-communications-770234638-501) — 3,014 participants

- [Helix Electric INC.](https://planprovider.pro/companies/helix-electric-inc-330124909-501) — 2,786 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-orange-county-ibew-neca-electrical-760759816-001)

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