# Ibew Local Union 269 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/ibew-local-union-269-annuity-fund-plan

> Ibew Local Union 269 Annuity Fund's DC plan: 989 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 Union 269 Annuity Fund

- **Sponsor EIN:** 222393763

- **Sponsor Address:** C/O I.E. SHAFFER CO, WEST TRENTON, NJ, 086280230

- **Plan Type:** DC

- **Total Participants:** 989

- **Total Assets:** $298.1M

## 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|989|$298.1M|$15.1M|$0|

| 2023|937|$268.2M|$13.1M|$0|

| 2022|868|$243.1M|$12.1M|$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|

| METROPOLITIAN LIFE INSURANCE CO|NONE|$241,743|—|$241,743|

| I.E. SHAFFER|NONE|$197,466|—|$197,466|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$45,000|—|$45,000|

| MSPC CERTIFIED PUBLIC ACCOUNTANTS|NONE|$41,099|—|$41,099|

| PFM ADVISORS|NONE|$30,000|—|$30,000|

| PELLETTIERI, RABSTEIN & ALTMAN|NONE|$27,656|—|$27,656|

| PRUDENTIAL INSURANCE COMPANY OF AME|Other Service Provider|$15,000|—|$15,000|

### Verified Provider Profiles

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

- [MSPC CERTIFIED PUBLIC ACCOUNTANTS](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — NONE

- [PRUDENTIAL INSURANCE COMPANY OF AME](https://planprovider.pro/provider/empower) — Other Service Provider

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $597,964

- **Estimated Expense Ratio:** 0.201% 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|$380,554|$30,000|$197,466|$41,099|—|

| 2023|$316,527|$90,000|$152,077|$32,379|—|

| 2022|$285,026|$30,000|$145,826|—|$75,384|

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