# Ibew Local No. 13 & Southeast Iowa Div.Of Neca Joint Board Of Trustee DC Plan
Source: https://planprovider.pro/companies/ibew-local-no-13-southeast-iowa-div-of-neca-joint-board-of-trustee-421123177-001

> Ibew Local No. 13 & Southeast Iowa Div.Of Neca Joint Board Of Trustee's DC plan: 327 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ibew Local No. 13 & Southeast Iowa Div.Of Neca Joint Board Of Trustee

- **Sponsor EIN:** 421123177

- **Sponsor Address:** 1205 N CENTRAL AVE, BURLINGTON, IA, 52601

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 327

- **Total Assets:** $59.5M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|327|$59.5M|$4.3M|$0|

| 2023|270|$52.7M|$4.0M|$0|

| 2022|234|$47.7M|$3.5M|$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|

| EMPOWER ANNUITY INSURANCE COMPANY|Other Service Provider|$45,004|—|$45,004|

| BLAKE & UHLIG|ERISA Attorney|$28,597|—|$28,597|

| DEBOER & ASSOCIATES, PC|Auditor|$20,130|—|$20,130|

| NORIDIAN BENEFITS PLAN ADMINISTRATO|Other Service Provider|$13,616|—|$13,616|

| INVESTMENT CONSULTING GROUP, INC.|Other Service Provider|$13,000|—|$13,000|

| WILSON-MCSHANE CORP|Recordkeeper|$8,855|—|$8,855|

### Verified Provider Profiles

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

- [DEBOER & ASSOCIATES, PC](https://planprovider.pro/provider/deboer-and-associates-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $129,202

- **Estimated Expense Ratio:** 0.217% 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|$123,486|$13,000|$22,471|$15,820|—|

| 2023|$90,510|$12,417|$14,795|$16,550|—|

| 2022|$90,421|$12,000|$14,135|—|$44,612|

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