# Board Of Trustees Of The Electrical Workers Local Union 159 Retirement DC Plan
Source: https://planprovider.pro/companies/international-brotherhood-of-electrical-workers-local-159-plan

> Board Of Trustees Of The Electrical Workers Local Union 159 Retirement's DC plan: 1,819 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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