Plan Snapshot
- Plan Sponsor: Electrical Construction Industry Annuity Plan Board Of Trustees
- Sponsor EIN: 391711748
- Sponsor Address: 11001 WEST PLANK COURT, SUITE 120, WAUWATOSA, WI, 532260000
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3,812
- Total Assets: $403.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 3,812 | $403.5M | $9.3M | $4.8M |
| 2023 | 3,529 | $376.3M | $8.5M | $4.0M |
| 2022 | 3,308 | $321.9M | $8.0M | $3.7M |
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 |
|---|---|---|---|---|
| NECA MILW. CH. | Other Service Provider | $210,251 | — | $210,251 |
| ELEC. CONST. PEN. PLAN | Other Service Provider | $204,893 | — | $204,893 |
| REINHART ET AL | Other Service Provider | $69,417 | — | $69,417 |
| REILLY ET AL CPA | Auditor | $42,325 | — | $42,325 |
| STRATEGIC CAPITAL INVESTMENT ADV. | Other Service Provider | $35,625 | — | $35,625 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REILLY ET AL CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $562,511
- Estimated Expense Ratio: 0.139% 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 | $539,576 | $35,625 | — | $42,325 | — |
| 2023 | $486,539 | $42,063 | — | $39,642 | — |
| 2022 | $450,041 | — | — | — | $120,522 |