Plan Snapshot
- Plan Sponsor: Ibew Local Union No. 22/Neca Joint Board Of Trustees
- Sponsor EIN: 476061061
- Sponsor Address: 8960 L STREET SUITE 101, OMAHA, NE, 681271406
- Plan Type: DC
- Total Participants: 3,156
- Total Assets: $353.1M
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. |
|---|---|---|---|---|
| 2024 | 3,156 | $353.1M | $16.6M | $0 |
| 2023 | 3,130 | $305.7M | $15.9M | $0 |
| 2022 | 3,181 | $252.1M | $13.5M | $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 |
|---|---|---|---|---|
| VANGUARD | Other Service Provider | $186,711 | — | $186,711 |
| BLAKE & UHLIG, P.A. | Other Service Provider | $90,721 | — | $90,721 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $67,554 | — | $67,554 |
| ASSET CONSULTING GROUP INC. | Other Service Provider | $35,000 | — | $35,000 |
| DEBOER & ASSOCIATES, PC | Other Service Provider | $26,527 | — | $26,527 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD — Other Service Provider
- DEBOER & ASSOCIATES, PC — Other Service Provider
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $406,513
- Estimated Expense Ratio: 0.115% 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 | $472,393 | $35,000 | $67,554 | $18,300 | — |
| 2023 | $458,107 | $35,000 | $65,113 | $17,750 | — |
| 2022 | $415,290 | $25,000 | $63,470 | — | $98,049 |