# Ibew Local Union No 102 Surety Plan Board Of Trustees DC Plan
Source: https://planprovider.pro/companies/ibew-local-union-no-102-surety-plan-plan

> Ibew Local Union No 102 Surety Plan Board Of Trustees's DC plan: 2,337 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 No 102 Surety Plan Board Of Trustees

- **Sponsor EIN:** 222347484

- **Sponsor Address:** 50 PARSIPPANY ROAD, PARSIPPANY, NJ, 07054

- **Plan Type:** DC

- **Total Participants:** 2,337

- **Total Assets:** $684.9M

## 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|2,337|$684.9M|$29.1M|$0|

| 2023|2,382|$637.4M|$28.9M|$0|

| 2022|2,283|$592.7M|$27.5M|$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|

| IE SHAFFER AND COMPANY|NONE|$124,824|—|$124,824|

| EMPOWER ANNUITY INSURANCE CO|NONE|$62,803|—|$62,803|

| GERSON & ASSOC, CPAS AND ADVISORS|NONE|$61,570|—|$61,570|

| MORGAN STANLEY SMITH BARNEY LLC|NONE|$31,364|—|$31,364|

| ORANSKY SCARAGGI AND BORG PC|NONE|$18,133|—|$18,133|

| TIMOTHY R HOTT PC|NONE|$18,087|—|$18,087|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $316,781

- **Estimated Expense Ratio:** 0.046% 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|$354,840|$31,364|$124,824|$61,570|—|

| 2023|$285,126|$31,364|$124,767|$57,674|—|

| 2022|$292,998|$31,364|$123,312|—|$100,484|

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