# Ibew Local 840 Pension Fund Board Of Trustees DB Plan
Source: https://planprovider.pro/companies/ibew-local-840-pension-fund-board-of-trustees-plan

> Ibew Local 840 Pension Fund Board Of Trustees's DB plan: 139 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 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|

| BONADIO & CO., LLP|Auditor|$31,480|—|$31,480|

### Verified Provider Profiles

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

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,480

- **Estimated Expense Ratio:** 0.098% 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|

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