# Ibew Lu-1141 Pension Trust DC Plan
Source: https://planprovider.pro/companies/ibew-lu-1141-pension-trust-736109391-002

> Ibew Lu-1141 Pension Trust's DC plan: 1,944 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ibew Lu-1141 Pension Trust

- **Sponsor EIN:** 736109391

- **Sponsor Address:** 1700 SE 15ND ST, OKLAHOMA CITY, OK, 73129

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 1,944

- **Total Assets:** $188.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|1,944|$188.7M|$10.5M|$2.6M|

| 2023|2,210|$169.5M|$9.9M|$2.7M|

| 2022|1,908|$144.4M|$8.2M|$2.3M|

## 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|

| THE SUPPLEMENTAL PENION 401(K) PLAN|Other Service Provider|$109,101|—|$109,101|

| ARGENT RETIREMENT PLAN ADVISORS LLC|Investment Advisor|$90,466|—|$90,466|

| CAPSTONE RETIREMENT SERVICES LLC|Other Service Provider|$29,500|—|$29,500|

| EMPOWER ADVISORY GROUP, LLC|Investment Advisor|$25,675|—|$25,675|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $254,742

- **Estimated Expense Ratio:** 0.135% 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|$255,242|$116,141|$138,601|—|—|

| 2023|$109,978|$93,678|$15,800|—|—|

| 2022|$34,733|$22,836|$11,897|—|—|

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