# Electrical Construction Industry Annuity Plan Board Of Trustees 401(k) Plan
Source: https://planprovider.pro/companies/electrical-construction-industry-annuity-plan-board-of-trustees-391711748-001

> Electrical Construction Industry Annuity Plan Board Of Trustees's 401(k) plan: 3,812 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/reilly-penner-and-benton-llp) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/electrical-construction-industry-annuity-plan-board-of-trustees-391711748-001)

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