# Ibew Local 269 Pension Fund DB Plan
Source: https://planprovider.pro/companies/i-b-e-w-local-269-pension-fund-plan

> Ibew Local 269 Pension Fund's DB plan: 858 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ibew Local 269 Pension Fund

- **Sponsor EIN:** 237301491

- **Sponsor Address:** C/O I.E. SHAFFER CO., PO BOX 1028, WEST TRENTON, NJ, 086280230

- **Plan Type:** DB

- **Total Participants:** 858

- **Total Assets:** $220.3M

## 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|858|$220.3M|$13.8M|$0|

| 2023|820|$199.8M|$12.1M|$0|

| 2022|914|$174.6M|$10.9M|$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|

| I.E. SHAFFER & CO.|NONE|$330,025|—|$330,025|

| WACHOVIA BANK NA|NONE|$270,157|—|$270,157|

| WCM INVESTMENT MANAGEMENT|NONE|$100,366|—|$100,366|

| WESTERN ASSET MANAGEMENT|NONE|$97,682|—|$97,682|

| LAZARD ASSET MANAGEMENT LLC|NONE|$95,189|—|$95,189|

| COPELAND CAPITAL MANAGEMENT, LLC|NONE|$87,804|—|$87,804|

| VOYA INVESTMENTS|NONE|$76,781|—|$76,781|

| BAIRD FUNDS INC. C/O U.S. BANCORP|NONE|$67,446|—|$67,446|

| MEPT NEWTOWER TRUST|NONE|$48,439|—|$48,439|

| BENTALL GREEN OAK|NONE|$47,277|—|$47,277|

| MSPC CERTIFIED PUBLIC ACCOUNTANTS|NONE|$37,669|—|$37,669|

| PELLETTIERI, RABSTEIN & ALTMAN|NONE|$30,871|—|$30,871|

| PFM ADVISORS|NONE|$30,000|—|$30,000|

| VANGUARD INSTITUTION INVESTOR SERVI|NONE|$25,508|—|$25,508|

| THE MCKEOGH COMPANY|NONE|$24,250|—|$24,250|

| VANGUARD|NONE|$13,077|—|$13,077|

| ALLSPRING GLOBAL INVESTMENTS LLC|NONE|$9,934|—|$9,934|

### Verified Provider Profiles

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

- [MSPC CERTIFIED PUBLIC ACCOUNTANTS](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — NONE

- [VANGUARD](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,392,475

- **Estimated Expense Ratio:** 0.632% 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|$1,474,428|$969,660|$330,025|$37,669|—|

| 2023|$1,330,641|$910,849|$273,621|$30,742|—|

| 2022|$1,289,222|$883,303|$261,755|—|$73,350|

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