Plan Snapshot
- Plan Sponsor: I.B.E.W. Local 855 Defined Contribution Pension Trust Fund
- Sponsor EIN: 351450886
- Sponsor Address: 4601 S. MEEKER AVENUE, MUNCIE, IN, 473029217
- Plan Type: DC
- Total Participants: 296
- Total Assets: $24.6M
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 | 296 | $24.6M | $1.2M | $0 |
| 2023 | 1,093 | $21.8M | $1.1M | $0 |
| 2022 | 248 | $18.4M | $684,940 | $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 |
|---|---|---|---|---|
| PROCOURSE FIDUCIARY ADVISORS, LLC | NONE | $25,000 | — | $25,000 |
| WHITINGER & COMPANY, LLC | NONE | $17,500 | — | $17,500 |
| HEALTHSCOPE BENEFITS, INC | NONE | $14,506 | — | $14,506 |
| PNC BANK | NONE | $12,039 | — | $12,039 |
| LEDBETTER PARTNERS LLC | NONE | $10,998 | — | $10,998 |
| LM HENDERSON & COMPANY, LLP | NONE | $8,850 | — | $8,850 |
| ACRISURE LLC DBA UNITED INSURANCE | NONE | $8,143 | — | $8,143 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITINGER & COMPANY, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,036
- Estimated Expense Ratio: 0.395% 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 | $104,238 | $37,039 | $14,506 | $17,500 | — |
| 2023 | $101,232 | $36,182 | $15,280 | $16,600 | — |
| 2022 | $104,503 | $35,856 | $15,280 | — | $41,007 |