# Ibew Lu 654 Pension Fund Trustees DB Plan
Source: https://planprovider.pro/companies/ibew-lu-654-pension-fund-trustees-plan-001

> Ibew Lu 654 Pension Fund Trustees's DB plan: 403 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 654 Pension Fund Trustees

- **Sponsor EIN:** 236538183

- **Sponsor Address:** 27 ROLAND AVENUE, MOUNT LAUREL, NJ, 080541038

- **Plan Type:** DB

- **Total Participants:** 403

- **Total Assets:** $151.6M

## 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|403|$151.6M|$8.4M|$0|

| 2023|410|$139.3M|$8.1M|$0|

| 2022|411|$128.8M|$7.4M|$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|

| BOSTON TRUST & INVESTMENT MGT CO|NONE|$107,508|—|$107,508|

| NEWTOWER TRUST COMPANY|NONE|—|$102,223|$102,223|

| SAGE ADVISORY SERVICES, LTD. CO.|NONE|$97,251|—|$97,251|

| WEDGE CAPITAL MANAGEMENT LLP|NONE|$89,437|—|$89,437|

| BLACKSTONE ALTERNATIVE ASSET MGMT|NONE|$68,518|—|$68,518|

| GRAYSTONE/MORGAN STANLEY|NONE|$50,000|—|$50,000|

| THE MCKEOGH COMPANY|NONE|$45,000|—|$45,000|

| KOHLBERG KRAVIS ROBERTS & CO. L.P.|NONE|$33,635|—|$33,635|

| FRANK M. VACCARO & ASSOCIATES INC|NONE|$29,644|—|$29,644|

| NOVAK FRANCELLA LLC|NONE|$29,260|—|$29,260|

| NATIONAL REAL ESTATE ADVISORS, LLC|NONE|—|$22,672|$22,672|

| WELLS FARGO|NONE|$18,063|—|$18,063|

| SPEAR WILDERMAN P.C.|NONE|$15,185|—|$15,185|

| FOX ROTHSCHILD LLP|NONE|$13,647|—|$13,647|

| PRINCIPAL FINANCIAL GROUP, INC.|NONE|$8,798|—|$8,798|

| NB ALTERNATIVES ADVISERS, LLC|NONE|—|$6,800|$6,800|

### Verified Provider Profiles

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

- [GRAYSTONE/MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — NONE

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE

- [FOX ROTHSCHILD LLP](https://planprovider.pro/provider/fox-rothschild-llp) — NONE

- [PRINCIPAL FINANCIAL GROUP, INC.](https://planprovider.pro/provider/principal-financial-group-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $737,641

- **Estimated Expense Ratio:** 0.486% 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|$832,019|$614,093|$29,644|$16,603|—|

| 2023|$654,479|$486,472|$27,278|$17,000|—|

| 2022|$759,161|$601,856|$24,585|—|$57,861|

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