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
- 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. |
|---|---|---|---|---|
| 2025 | 263 | $29.2M | $0 | $0 |
| 2024 | 297 | $28.3M | $0 | $0 |
| 2023 | 652 | $27.3M | $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 |
|---|---|---|---|---|
| DGPERRY, PLLC | Auditor | $16,500 | — | $16,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,500
- Estimated Expense Ratio: 0.056% 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 |
|---|---|---|---|---|---|
| 2025 | $251,863 | $162,193 | $19,632 | $16,500 | — |
| 2024 | $239,488 | $152,380 | $25,888 | $21,084 | — |
| 2023 | $229,069 | $142,892 | $32,946 | — | $27,870 |