Plan Snapshot
- Plan Sponsor: Joint Board Of Trustee Of I.B.E.W.
- Sponsor EIN: 026075267
- Sponsor Address: 48 AIRPORT ROAD, CONCORD, NH, 033015307
- Plan Type: DC
- Total Participants: 378
- Total Assets: $33.2M
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. |
|---|---|---|---|---|
| 2025 | 378 | $33.2M | $0 | $0 |
| 2024 | 324 | $29.9M | $0 | $0 |
| 2023 | 340 | $26.5M | $0 | $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 |
|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | Auditor | $11,045 | — | $11,045 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,045
- Estimated Expense Ratio: 0.033% 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 |
|---|---|---|---|---|---|
| 2025 | $153,653 | $20,000 | $81,482 | $11,045 | — |
| 2024 | $147,545 | $20,000 | $76,818 | $10,500 | — |
| 2023 | $132,910 | $43,465 | $46,260 | — | $27,308 |