# Ibew Local Union No 237 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/ibew-local-union-no-237-annuity-fund-plan

> Ibew Local Union No 237 Annuity Fund's DC plan: 273 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 237 Annuity Fund

- **Sponsor EIN:** 161378286

- **Sponsor Address:** 6700 SCHULTZ RD, NIAGARA FALLS, NY, 143041987

- **Plan Type:** DC

- **Total Participants:** 273

- **Total Assets:** $22.2M

## 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|273|$22.2M|$999,295|$547,506|

| 2023|192|$20.0M|$822,093|$617,319|

| 2022|204|$17.6M|$495,733|$669,968|

## 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|

| BONADIO & CO., LLP|Auditor|$16,325|—|$16,325|

### Verified Provider Profiles

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

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,325

- **Estimated Expense Ratio:** 0.074% 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|$195,554|$76,627|—|$16,325|—|

| 2023|$135,920|$57,869|—|$15,700|—|

| 2022|$126,242|$57,545|—|—|$32,950|

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