Plan Snapshot
- Plan Sponsor: Electrical Construction Industry Vacation - Holiday Plan
- Sponsor EIN: 391038147
- Sponsor Address: 11001 WEST PLANK COURT SUITE 120, WAUWATOSA, WI, 53226
- Plan Type: 401(k)
- Plan Number: 503
- Total Participants: 2,523
- Total Assets: $20.7M
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 | 2,523 | $20.7M | $18.1M | $0 |
| 2023 | 2,394 | $17.8M | $16.0M | $0 |
| 2022 | 2,189 | $16.1M | $14.3M | $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 |
|---|---|---|---|---|
| ELECTRICAL PENSION PLAN | Other Service Provider | $223,437 | — | $223,437 |
| NECA MILWAUKEE CHAPTER | Other Service Provider | $193,849 | — | $193,849 |
| MIDWEST INSTITUTIONAL TRUST COMPANY | Other Service Provider | $55,133 | — | $55,133 |
| REILLY, PENNER & BENTON LLP | Auditor | $45,725 | — | $45,725 |
| REINHART, BOERNER, VAN DEUREN | Other Service Provider | $27,543 | — | $27,543 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REILLY, PENNER & BENTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $545,687
- Estimated Expense Ratio: 2.637% 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 | $565,102 | $55,133 | — | $45,725 | — |
| 2023 | $464,980 | $48,541 | — | $42,509 | — |
| 2022 | $450,363 | $45,083 | — | — | $52,020 |