# Ibew Local 363 Money Purchase Pension Plan DC Plan
Source: https://planprovider.pro/companies/ibew-local-363-money-purchase-pension-plan-plan

> Ibew Local 363 Money Purchase Pension Plan's DC plan: 1,155 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 363 Money Purchase Pension Plan

- **Sponsor EIN:** 136530041

- **Sponsor Address:** 67 COMMERCE DRIVE SOUTH, HARRIMAN, NY, 109263100

- **Plan Type:** DC

- **Total Participants:** 1,155

- **Total Assets:** $161.2M

## 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|1,155|$161.2M|$8.9M|$0|

| 2023|1,140|$150.5M|$8.0M|$0|

| 2022|1,136|$138.4M|$8.5M|$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|

| MORGAN STANLEY SMITH BARNEY LLC|NONE|$500,727|—|$500,727|

| ARCHER BYINGTON LLP|NONE|$20,137|—|$20,137|

| MSPC CERTIFIED PUBLIC ACCOUNTANTS|NONE|$16,725|—|$16,725|

| L. 363 R.E. CORP.|AFFILIATED ORGANIZATIONS|$14,655|—|$14,655|

| MILLIMAN, INC|NONE|$9,738|—|$9,738|

| BERARD & ASSOCIATES PC|NONE|$9,700|—|$9,700|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

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

- [MILLIMAN, INC](https://planprovider.pro/provider/milliman) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $571,682

- **Estimated Expense Ratio:** 0.355% 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|$852,431|$500,727|—|$16,725|—|

| 2023|$805,562|$443,842|—|$15,450|—|

| 2022|$854,269|$541,860|—|—|$36,526|

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