Plan Snapshot
- Plan Sponsor: Board Of Trustees, Retirement Plan Of The Ibew
- Sponsor EIN: 916243526
- Sponsor Address: 1322 N. POST, SPOKANE, WA, 992012520
- Plan Type: DC
- Total Participants: 3,258
- Total Assets: $253.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 3,258 | $253.9M | $4.8M | $2.5M |
| 2023 | 3,095 | $221.3M | $4.1M | $1.9M |
| 2022 | 3,006 | $187.8M | $3.7M | $2.0M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | $22,651 | — | $22,651 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,651
- Estimated Expense Ratio: 0.009% 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 | $612,209 | $53,500 | $197,161 | $22,651 | — |
| 2023 | $620,642 | $53,499 | $174,823 | $25,878 | — |
| 2022 | $584,600 | $210,727 | $171,563 | — | $126,921 |