Plan Snapshot
- Plan Sponsor: Ibew Local Union 668
- Sponsor EIN: 311252733
- Sponsor Address: 2535 S 30TH ST., SUITE ONE, LAFAYETTE, IN, 479052786
- Plan Type: DC
- Total Participants: 1,317
- Total Assets: $96.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,317 | $96.0M | $0 | $0 |
| 2024 | 1,260 | $85.4M | $0 | $0 |
| 2023 | 1,162 | $69.0M | $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 |
|---|---|---|---|---|
| L.M. HENDERSON & COMPANY, LLP | Auditor | $14,600 | — | $14,600 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,600
- Estimated Expense Ratio: 0.015% 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 | $189,080 | $127,921 | $23,400 | $14,600 | — |
| 2024 | $187,468 | $128,886 | $23,400 | $14,165 | — |
| 2023 | $162,567 | — | $162,567 | — | — |