# Joint Annuity Fund Local 164 Ibew DC Plan
Source: https://planprovider.pro/companies/joint-annuity-fund-local-164-ibew-plan

> Joint Annuity Fund Local 164 Ibew's DC plan: 3,027 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Annuity Fund Local 164 Ibew

- **Sponsor EIN:** 226031200

- **Sponsor Address:** 425 EAGLE ROCK AVENUE, ROSELAND, NJ, 070681717

- **Plan Type:** DC

- **Total Participants:** 3,027

- **Total Assets:** $925.4M

## 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|3,027|$925.4M|$37.6M|$0|

| 2023|2,799|$832.4M|$35.5M|$0|

| 2022|2,841|$728.1M|$38.6M|$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|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$1,018,200|—|$1,018,200|

| PRUDENTIAL RETIREMENT INS & ANN CO.|NONE|$440,665|—|$440,665|

| FABIAN & BYRN, LLC|NONE|$151,679|—|$151,679|

| MPC CAPITAL ADVISORS, LLC|NONE|$134,443|—|$134,443|

| MSPC CERTIFIED PUBLIC ACCOUNTANTS|NONE|$72,400|—|$72,400|

| ZAZZALI FAGELLA|NONE|$18,435|—|$18,435|

### 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) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,835,822

- **Estimated Expense Ratio:** 0.198% 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|$1,483,105|$1,152,643|$151,679|$72,400|—|

| 2023|$1,374,469|$1,033,734|$152,574|$75,671|—|

| 2022|$1,819,044|$1,508,181|$150,945|—|$94,725|

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