# Ibew Local Union No. 252 Pension Plan Joint Board Of Trustees DB Plan
Source: https://planprovider.pro/companies/ibew-local-union-no-252-pension-plan-joint-board-of-trustees-386323896-001

> Ibew Local Union No. 252 Pension Plan Joint Board Of Trustees's DB plan: 744 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ibew Local Union No. 252 Pension Plan Joint Board Of Trustees

- **Sponsor EIN:** 386323896

- **Sponsor Address:** 3135 S. STATE STREET, SUITE 105, ANN ARBOR, MI, 481081653

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 744

- **Total Assets:** $254.4M

## 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|744|$254.4M|$14.6M|$0|

| 2023|657|$229.9M|$12.9M|$0|

| 2022|573|$192.3M|$8.5M|$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|

| THOMAS D LUCZAK, PLLC|Other Service Provider|$225,013|—|$225,013|

| SEGAL|Other Service Provider|$189,905|—|$189,905|

| BANK OF ANN ARBOR|Other Service Provider|$173,541|—|$173,541|

| ANN ARBOR BENEFIT ADMINISTRATORS|Other Service Provider|$147,382|—|$147,382|

| ROYAL BANK OF CANADA|Recordkeeper|$106,123|—|$106,123|

| POLK & ASSOCIATES|Other Service Provider|$31,100|—|$31,100|

| ULLICO|Other Service Provider|$14,292|—|$14,292|

### Verified Provider Profiles

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

- [ROYAL BANK OF CANADA](https://planprovider.pro/provider/royal-bank-of-canada) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $887,356

- **Estimated Expense Ratio:** 0.349% 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|$987,920|$45,000|$147,382|$31,100|—|

| 2023|$872,331|$90,000|$142,100|$21,520|—|

| 2022|$859,942|$271,372|$133,870|—|$384,766|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ibew-local-union-no-252-pension-plan-joint-board-of-trustees-386323896-001)

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