# Int'L Brotherhood Of Elect. Workers Local Union 400 Pension Fund DB Plan
Source: https://planprovider.pro/companies/int-l-brotherhood-of-elect-workers-local-union-400-pension-fund-226257847-001

> Int'L Brotherhood Of Elect. Workers Local Union 400 Pension Fund's DB plan: 532 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Int'L Brotherhood Of Elect. Workers Local Union 400 Pension Fund

- **Sponsor EIN:** 226257847

- **Sponsor Address:** C/O IE SHAFFER, WEST TRENTON, NJ, 086280230

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 532

- **Total Assets:** $186.9M

## 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|532|$186.9M|$9.4M|$0|

| 2023|553|$183.7M|$9.2M|$0|

| 2022|563|$165.5M|$8.9M|$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|

| I.E. SHAFFER|Other Service Provider|$280,223|—|$280,223|

| SAGE ADVISORY SERVICES|Other Service Provider|$129,143|—|$129,143|

| LAZARD|Other Service Provider|$111,913|—|$111,913|

| MSPC CERTIFIED PUBLIC ACCOUNTANTS|Auditor|$56,697|—|$56,697|

| MORGAN STANLEY GRAYSTONE|Recordkeeper|$53,050|—|$53,050|

| FIRST ACTUARIAL CONSULTING|Other Service Provider|$35,231|—|$35,231|

| O'BRIEN, BELLAND & BUSHINSKY LLC|Other Service Provider|$24,838|—|$24,838|

| WEAVER C. BARKSDALE & ASSOCIATES|Other Service Provider|$23,988|—|$23,988|

| LINDABURY, MCCORMICK, ESTABROOK|Other Service Provider|$17,500|—|$17,500|

| NORTHERN TRUST CORPORATION|Other Service Provider|$10,533|—|$10,533|

### Verified Provider Profiles

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

- [MSPC CERTIFIED PUBLIC ACCOUNTANTS](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — Auditor

- [MORGAN STANLEY GRAYSTONE](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $743,116

- **Estimated Expense Ratio:** 0.398% 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|$830,824|$328,627|$280,223|$56,697|—|

| 2023|$775,213|$300,380|$253,280|$50,193|—|

| 2022|$778,292|$248,094|$261,728|—|$189,319|

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