# Electrical Workers Local 369 Retirement Fund DC Plan
Source: https://planprovider.pro/companies/electrical-workers-local-369-retirement-fund-plan

> Electrical Workers Local 369 Retirement Fund's DC plan: 4,037 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Electrical Workers Local 369 Retirement Fund

- **Sponsor EIN:** 610957563

- **Sponsor Address:** 906 MINOMA AVENUE, LOUISVILLE, KY, 40217

- **Plan Type:** DC

- **Total Participants:** 4,037

- **Total Assets:** $548.7M

## 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|4,037|$548.7M|$42.0M|$0|

| 2023|3,633|$488.5M|$30.9M|$0|

| 2022|3,313|$418.3M|$23.2M|$0|

| 2021|3,424|$499.0M|$0|$0|

| 2020|3,354|$452.5M|$0|$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|

| SEGAL MARCO ADVISORS|NONE|$55,250|—|$55,250|

| EMPOWER LIFE & ANNUITY INS CO OF NY|NONE|$46,955|—|$46,955|

| LEDBETTER PARISI, LLC|NONE|$39,428|—|$39,428|

| CHERRY BEKAERT LLP|NONE|$34,000|—|$34,000|

| THE SEGAL COMPANY|NONE|$31,295|—|$31,295|

| BRIDGEWAY BENEFIT TECHNOLOGIES|NONE|$7,582|—|$7,582|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $214,510

- **Estimated Expense Ratio:** 0.039% 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|$462,538|$55,250|$46,955|$34,000|—|

| 2023|$529,487|$46,750|$147,513|$36,585|—|

| 2022|$581,926|$69,400|$195,023|—|$74,090|

| 2021|$655,166|$46,750|$203,163|$40,738|—|

| 2020|$652,647|$96,750|$178,763|$36,645|—|

## Similar Plans

- [Davis H. Elliot Company, Incorporated](https://planprovider.pro/companies/davis-h-elliot-company-incorporated-401k-plan) — 2,794 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/electrical-workers-local-369-retirement-fund-plan)

© 2026 PlanProvider.Pro