# I.B.E.W. Local 246 Retirement Plan Board Of Trustees DC Plan
Source: https://planprovider.pro/companies/i-b-e-w-local-246-retirement-plan-board-of-trustees-341302212-003

> I.B.E.W. Local 246 Retirement Plan Board Of Trustees's DC plan: 263 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** I.B.E.W. Local 246 Retirement Plan Board Of Trustees

- **Sponsor EIN:** 341302212

- **Sponsor Address:** 5 HOT METAL STREET, PITTSBURGH, PA, 15203

- **Plan Type:** DC

- **Plan Number:** 003

- **Total Participants:** 263

- **Total Assets:** $29.2M

## 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|263|$29.2M|$1.6M|$0|

| 2023|297|$28.3M|$1.3M|$0|

| 2022|652|$27.3M|$1.1M|$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|

| MANNING AND NAPIER ADVISORS,LLC|Recordkeeper|$148,918|—|$148,918|

| THE HORTON GROUP|Other Service Provider|$21,469|—|$21,469|

| BENESYS|Other Service Provider|$20,158|—|$20,158|

| DGPERRY|Auditor|$16,500|—|$16,500|

| MACALA & PIATT LLC|Other Service Provider|$16,281|—|$16,281|

| FIFTH THIRD BANK|Other Service Provider|$13,275|—|$13,275|

### Verified Provider Profiles

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

- [MANNING AND NAPIER ADVISORS,LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [DGPERRY](https://planprovider.pro/provider/dgperry-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $236,601

- **Estimated Expense Ratio:** 0.809% 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|$251,863|$162,193|$19,632|$16,500|—|

| 2023|$239,488|$152,380|$25,888|$21,084|—|

| 2022|$229,069|$142,892|$32,946|—|$27,870|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/i-b-e-w-local-246-retirement-plan-board-of-trustees-341302212-003)

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