Plan Snapshot
- Plan Sponsor: Ibew Local Union No 226 Pension Fund
- Sponsor EIN: 486171386
- Sponsor Address: 4101 SOUTHGATE DRIVE, SUITE A, TOPEKA, KS, 666091352
- Plan Type: DB
- Total Participants: 534
- Total Assets: $101.5M
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 | 534 | $101.5M | $6.2M | $0 |
| 2023 | 440 | $72.3M | $4.7M | $0 |
| 2022 | 466 | $69.6M | $4.4M | $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 |
|---|---|---|---|---|
| RUBINBROWN LLP | Auditor | $46,600 | — | $46,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,600
- 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 | $673,888 | $149,920 | — | $46,600 | — |
| 2023 | $638,106 | $152,919 | — | $25,300 | — |
| 2022 | $479,228 | $178,558 | — | — | $123,437 |