# Ibew Local Union No. 99 401(k) Plan
Source: https://planprovider.pro/companies/ibew-local-union-no-99-401k-plan

> Ibew Local Union No. 99's 401(k) plan: 1,244 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. 99

- **Sponsor EIN:** 056049537

- **Sponsor Address:** 22 AMFLAEX DRIVE, CRANSTON, RI, 02921

- **Plan Type:** 401(k)

- **Total Participants:** 1,244

- **Total Assets:** $178.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|1,244|$178.7M|$0|$0|

| 2023|694|$153.3M|$0|$0|

| 2021|1,042|$162.2M|$0|$0|

| 2020|1,020|$143.1M|$0|$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|

| WARD FISHER & COMPANY LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$561,393|$162,652|$136,477|—|—|

| 2023|$445,303|—|$397,802|—|—|

| 2021|$866,035|$2,426|—|—|$368,485|

| 2020|$485,993|$101,462|—|—|—|

## Similar Plans

- [Local 51](https://planprovider.pro/companies/local-51-plan) — 1,358 participants

- [Board Of Trustees, Ua Of Plumbers & Pipefitters Loc 51](https://planprovider.pro/companies/board-of-trustees-ua-of-plumbers-pipefitters-loc-51-plan) — 632 participants

- [Aipso](https://planprovider.pro/companies/aipso-401k-plan) — 550 participants

- [The Angell Pension Group, INC.](https://planprovider.pro/companies/the-angell-pension-group-inc-401k-plan) — 101 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ibew-local-union-no-99-401k-plan)

© 2026 PlanProvider.Pro