Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Electrical Workers Local Union 159 Retirement
- Sponsor EIN: 352759032
- Sponsor Address: 2730 DAIRY DRIVE, MADISON, WI, 53718
- Plan Type: DC
- Total Participants: 1,819
- Total Assets: $433.0M
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 | 1,819 | $433.0M | $20.9M | $429,994 |
| 2023 | 1,646 | $374.4M | $18.6M | $0 |
| 2022 | 1,358 | $310.3M | $15.8M | $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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | Auditor | $32,763 | — | $32,763 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,763
- Estimated Expense Ratio: 0.008% 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 | $267,401 | $20,625 | $80,124 | $32,763 | — |
| 2023 | $319,874 | $27,500 | $14,491 | $25,669 | — |
| 2022 | $316,844 | $27,500 | $130,872 | — | $121,917 |