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
- 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. |
|---|---|---|---|---|
| 2025 | 327 | $59.5M | $0 | $0 |
| 2024 | 270 | $52.7M | $0 | $0 |
| 2023 | 234 | $47.7M | $0 | $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 |
|---|---|---|---|---|
| DEBOER & ASSOCIATES, PC | Auditor | $15,820 | — | $15,820 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEBOER & ASSOCIATES, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,820
- Estimated Expense Ratio: 0.027% 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 |
|---|---|---|---|---|---|
| 2025 | $123,486 | $13,000 | $22,471 | $15,820 | — |
| 2024 | $90,510 | $12,417 | $14,795 | $16,550 | — |
| 2023 | $90,421 | $12,000 | $14,135 | — | $44,612 |