Plan Snapshot
- Plan Sponsor: Ibew Local 840 Pension Fund Board Of Trustees
- Sponsor EIN: 166075984
- Sponsor Address: P.O. BOX 851, GENEVA, NY, 144560851
- Plan Type: DB
- Total Participants: 139
- Total Assets: $32.0M
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 | 139 | $32.0M | $2.4M | $0 |
| 2023 | 142 | $28.9M | $2.0M | $0 |
| 2022 | 130 | $26.0M | $1.6M | $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 |
|---|---|---|---|---|
| UBS INSTITUTIONAL CONSULTING | Other Service Provider | $152,702 | — | $152,702 |
| MICHAEL L. DAVIS | Other Service Provider | $70,420 | — | $70,420 |
| STEPHANIE KELLY | Other Service Provider | $70,104 | — | $70,104 |
| BOLTON PARTNERS NORTHEAST, INC. | Other Service Provider | $35,000 | — | $35,000 |
| SHARON EGURE | Other Service Provider | $33,575 | — | $33,575 |
| BONADIO & CO., LLP | Auditor | $31,480 | — | $31,480 |
| KAYNE ANDERSON CORE REAL ESTATE, LP | Other Service Provider | $30,976 | — | $30,976 |
| INTERCONTINENTAL REAL ESTATE FUND | Other Service Provider | $29,979 | — | $29,979 |
| JOSEPH MCCARTHY | Other Service Provider | $27,903 | — | $27,903 |
| ROBERT PIZZO | Other Service Provider | $10,131 | — | $10,131 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $492,270
- Estimated Expense Ratio: 1.540% 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 | $782,923 | $222,049 | — | $31,480 | — |
| 2023 | $572,926 | $180,750 | — | $28,100 | — |
| 2022 | $577,766 | $185,458 | — | — | $117,163 |