# Ibew Local 64 Profit Sharing Plan Joint Board Of Trustees DC Plan
Source: https://planprovider.pro/companies/ibew-local-64-profit-sharing-plan-joint-board-of-trustees-plan

> Ibew Local 64 Profit Sharing Plan Joint Board Of Trustees's DC plan: 448 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 64 Profit Sharing Plan Joint Board Of Trustees

- **Sponsor EIN:** 341290943

- **Sponsor Address:** 3660 STUTZ DRIVE, SUITE 101, CANFIELD, OH, 44406

- **Plan Type:** DC

- **Total Participants:** 448

- **Total Assets:** $49.8M

## 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|448|$49.8M|$2.8M|$0|

| 2023|427|$45.6M|$2.5M|$0|

| 2022|406|$39.2M|$2.3M|$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|

| MILLIMAN, INC.|RECORDKEEPER|$41,093|—|$41,093|

| YURCHYK & DAVIS CPA'S, INC|AUDITOR|$22,130|—|$22,130|

| MARINER INSTITUTIONAL, LLC|INVESTMENT CONSULTANT|$20,000|—|$20,000|

| BENESYS, INC.|THIRD PARTY ADMINISTRATOR|$14,958|—|$14,958|

| MATRIX TRUST COMPANY|INVESTMENT CUSTODIAN|$9,495|—|$9,495|

| FAULKNER, HOFFMAN & PHILLIPS, LLC|ATTORNEY|$7,851|—|$7,851|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $115,527

- **Estimated Expense Ratio:** 0.232% 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|$251,052|$20,000|$14,899|$11,900|—|

| 2023|$249,470|$20,000|$14,290|$9,900|—|

| 2022|$258,536|$49,450|$13,800|—|$38,163|

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