Plan Snapshot
- Plan Sponsor: Ibew Local Union 14
- Sponsor EIN: 391761679
- Sponsor Address: 9480 HIGHWAY 53, FALL CREEK, WI, 54742
- Plan Type: DC
- Total Participants: 1,414
- Total Assets: $337.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,414 | $337.4M | $15.2M | $531,297 |
| 2023 | 1,323 | $293.5M | $14.0M | $0 |
| 2022 | 1,217 | $238.9M | $12.3M | $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 |
|---|---|---|---|---|
| PRINCIPAL | Other Service Provider | $390,516 | — | $390,516 |
| REINHART, BOERNER, VAN DEUREN, ETC | Other Service Provider | $75,235 | — | $75,235 |
| MARINER CONSULTING | Other Service Provider | $16,375 | — | $16,375 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $482,126
- Estimated Expense Ratio: 0.143% 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 | $504,551 | $16,375 | — | — | — |
| 2023 | $465,849 | $29,000 | — | — | — |
| 2022 | $453,371 | $29,000 | — | — | $113,576 |