# Ibew Local 1249 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/ibew-local-1249-annuity-fund-plan

> Ibew Local 1249 Annuity Fund's DC plan: 3,697 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 1249 Annuity Fund

- **Sponsor EIN:** 863163143

- **Sponsor Address:** 8531 BREWERTON ROAD, CICERO, NY, 130399481

- **Plan Type:** DC

- **Total Participants:** 3,697

- **Total Assets:** $39.2M

## 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|3,697|$39.2M|$14.6M|$0|

| 2023|3,040|$22.6M|$10.6M|$0|

| 2022|3,026|$11.4M|$8.1M|$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|

| JOHN HANCOCK RETIREMENT PLAN SERVIC|NONE|$151,195|—|$151,195|

| BONADIO & CO., LLP|NONE|$29,250|—|$29,250|

| BLITMAN & KING|NONE|$21,232|—|$21,232|

| MORGAN STANLEY|NONE|$19,906|—|$19,906|

### Verified Provider Profiles

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

- [JOHN HANCOCK RETIREMENT PLAN SERVIC](https://planprovider.pro/provider/john-hancock) — NONE

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — NONE

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $221,583

- **Estimated Expense Ratio:** 0.565% 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|$324,419|$171,001|—|$29,250|—|

| 2023|$193,029|$27,060|—|$28,650|—|

| 2022|$141,280|$6,827|—|—|$52,738|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ibew-local-1249-annuity-fund-plan)

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