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 |
|---|---|---|---|---|
| GARY MUCKENTHALER | PLAN EMPLOYEE | $111,605 | — | $111,605 |
| SEGAL MARCO ADVISORS | INVESTMENT CONSULTANT | $82,500 | — | $82,500 |
| CHEIRON INC | PLAN ACTUARY | $79,789 | — | $79,789 |
| NIKKI J STEINEBACH | PLAN EMPLOYEE | $59,085 | — | $59,085 |
| HAMILTON LANE ADVISORS, LLC | NONE | — | $48,644 | $48,644 |
| RUBINBROWN LLP | PLAN AUDITOR | $46,600 | — | $46,600 |
| ARNOLD, NEWBOLD, SOLLARS & HOLLINS | PLAN LEGAL COUNSEL | $41,482 | — | $41,482 |
| CHEVY CHASE TRUST COMPANY | NONE | $33,780 | — | $33,780 |
| BT & CO | ACCOUNTING | $22,565 | — | $22,565 |
| PGIM | NONE | — | $14,276 | $14,276 |
| VOYA INVESTMENT MANAGEMENT | NONE | — | $13,586 | $13,586 |
| LYNDSAY A BROWN | PLAN EMPLOYEE | $7,297 | — | $7,297 |
| AMALGAMATED BANK | NONE | — | $5,107 | $5,107 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN LLP — PLAN AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $566,316
- Estimated Expense Ratio: 0.558% 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 |