Plan Snapshot
- Plan Sponsor: Ibew Local 683 Board Of Trustees
- Sponsor EIN: 341442087
- Sponsor Address: 5735 ELIZABETH AVENUE, ST. LOUIS, MO, 63110
- Plan Type: DC
- Total Participants: 3,539
- Total Assets: $248.9M
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 | 3,539 | $248.9M | $15.2M | $3.8M |
| 2023 | 2,871 | $215.9M | $11.8M | $2.1M |
| 2022 | 2,422 | $184.0M | $9.7M | $1.7M |
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 |
|---|---|---|---|---|
| SEGAL MARCO ADVISORS | NONE | $75,000 | — | $75,000 |
| IBEW NECA SERVICE CENTER | NONE | $61,738 | — | $61,738 |
| ALLOTTA FARLEY CO, LPA | NONE | $29,572 | — | $29,572 |
| SEGAL SELECT INSURANCE | NONE | $26,145 | — | $26,145 |
| TIC MIDWEST | NONE | $25,361 | — | $25,361 |
| DGPERRY, PLLC | NONE | $24,517 | — | $24,517 |
| FIDELITY INVESTMENT INST.OPER.CO. | NONE | $17,350 | — | $17,350 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DGPERRY, PLLC — NONE
- FIDELITY INVESTMENT INST.OPER.CO. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $259,683
- Estimated Expense Ratio: 0.104% 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 | $273,199 | $75,000 | $106,064 | $24,517 | — |
| 2023 | $265,248 | $75,000 | $85,986 | $33,484 | — |
| 2022 | $268,480 | $79,689 | $80,099 | — | $70,423 |