# Electrical Workers Local No 26 Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/electrical-workers-local-no-26-pension-trust-fund-plan

> Electrical Workers Local No 26 Pension Trust Fund's DB plan: 8,612 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 No 26 Pension Trust Fund

- **Sponsor EIN:** 526117919

- **Sponsor Address:** 10003 DEREKWOOD LANE, SUITE 130, LANHAM, MD, 207064811

- **Plan Type:** DB

- **Total Participants:** 8,612

- **Total Assets:** $1.0B

## 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|8,612|$1.0B|$83.6M|$0|

| 2023|7,872|$942.1M|$68.6M|$0|

| 2022|7,302|$877.0M|$64.1M|$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 WELFARE TRUST FUND|SERVICE PROVIDER|$804,631|—|$804,631|

| SIERRA INVESTMENT PARTNERS, INC|SERVICE PROVIDER|$633,526|—|$633,526|

| WEDGE CAPITAL|SERVICE PROVIDER|$472,327|—|$472,327|

| INTERCONTINENTAL REAL ESTATE CORP|SERVICE PROVIDER|$461,268|—|$461,268|

| JANUS CAPITAL MANAGEMENT LLC|SERVICE PROVIDER|$403,028|—|$403,028|

| HAMILTON LANE ADVISORS LLC|SERVICE PROVIDER|$364,500|—|$364,500|

| THE BANK OF NEW YORK MELLON|SERVICE PROVIDER|$281,788|—|$281,788|

| HARDMAN JOHNSTON GLOBAL ADVISORS|SERVICE PROVIDER|$272,984|—|$272,984|

| CHARTWELL INVESTMENT PARTNERS, INC.|SERVICE PROVIDER|$264,475|—|$264,475|

| GCM GROSVENOR L.P.|SERVICE PROVIDER|$254,391|—|$254,391|

| MESIROW FINANCIAL|SERVICE PROVIDER|$246,072|—|$246,072|

| INVESTMENT PERFORMANCE SERVICES LLC|SERVICE PROVIDER|$225,000|—|$225,000|

| AMERICAN REALTY ADVISORS|SERVICE PROVIDER|$203,098|—|$203,098|

| NEWTOWER TRUST COMPANY|SERVICE PROVIDER|$184,743|—|$184,743|

| LOOMIS SAYLES TRUST COMPANY|SERVICE PROVIDER|$178,273|—|$178,273|

| HORIZON ACTUARIAL SERVICES, LLC|SERVICE PROVIDER|$163,369|—|$163,369|

| SARFINO AND RHOADES|SERVICE PROVIDER|$127,540|—|$127,540|

| SLEVIN & HART P.C.|SERVICE PROVIDER|$115,977|—|$115,977|

| PENSION BENEFIT INFORMATION, LLC|SERVICE PROVIDER|$70,092|—|$70,092|

| GLOUSTON PRIVATE EQUITY|SERVICE PROVIDER|$51,700|—|$51,700|

| ASB CAPITAL MANAGEMENT|SERVICE PROVIDER|$41,268|—|$41,268|

| SEGAL MARCO ADVISORS|SERVICE PROVIDER|$16,250|—|$16,250|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SLEVIN & HART P.C.](https://planprovider.pro/provider/slevin-and-hart-pc) — SERVICE PROVIDER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,836,300

- **Estimated Expense Ratio:** 0.560% 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|$6,781,930|$4,376,276|$804,631|$122,170|—|

| 2023|$5,765,770|$3,906,687|$572,360|$123,715|—|

| 2022|$4,069,826|$2,238,126|$660,719|—|$544,809|

## Similar Plans

- [Bd Of Trustees For Electrical Wkrs Loc No. 26 Individual Account Fund](https://planprovider.pro/companies/bd-of-trustees-for-electrical-wkrs-loc-no-26-individual-account-fund-plan) — 12,273 participants

- [Rommel Companies](https://planprovider.pro/companies/rommel-companies-401-k-plan-401k-plan) — 362 participants

- [Trustees Of The National Electrical 401(K) Plan](https://planprovider.pro/companies/trustees-of-the-national-electrical-401-k-plan-401k-plan) — 30,102 participants

- [Trustees Of The National Electrical Annuity Plan](https://planprovider.pro/companies/trustees-of-the-national-electrical-annuity-plan-plan) — 89,789 participants

- [Trustees Of The National Electrical Benefit Fund](https://planprovider.pro/companies/trustees-of-the-national-electrical-benefit-fund-plan) — 343,794 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/electrical-workers-local-no-26-pension-trust-fund-plan)

© 2026 PlanProvider.Pro