Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Of I.B.E.W. 490 Pension
- Sponsor EIN: 026026500
- Sponsor Address: 48 AIRPORT RD, CONCORD, NH, 033015307
- Plan Type: DB
- Plan Number: 001
- Total Participants: 231
- Total Assets: $70.0M
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 | 231 | $70.0M | $2.7M | $0 |
| 2023 | 237 | $65.7M | $2.7M | $0 |
| 2022 | 245 | $57.8M | $2.6M | $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 |
|---|---|---|---|---|
| JAMES LUKEMAN | Other Service Provider | $125,566 | — | $125,566 |
| IFM INVESTORS ADVISOR LLC | Other Service Provider | $61,039 | — | $61,039 |
| INTERCONTINENTAL REAL ESTATE INVEST | Other Service Provider | $45,142 | — | $45,142 |
| SEGAL MARCO ADVISORS | Other Service Provider | $40,000 | — | $40,000 |
| BOLTON PARTNERS NORTHEAST, INC. | Other Service Provider | $35,900 | — | $35,900 |
| MR. MICROCHIP | Other Service Provider | $23,400 | — | $23,400 |
| DSF ADVISORS, LLC | Other Service Provider | — | $21,976 | $21,976 |
| NOVAK FRANCELLA LLC | Auditor | $21,506 | — | $21,506 |
| AMALGAMATED BANK | Other Service Provider | $13,750 | — | $13,750 |
| BRANDYWINE GLOBAL INVESTMENT MANAGE | Other Service Provider | $12,981 | — | $12,981 |
| KRAKOW, SOURIS, & LANDRY LLC | Other Service Provider | $10,750 | — | $10,750 |
| NATIONAL REAL ESTATE ADVISORS, LLC | Other Service Provider | $7,039 | — | $7,039 |
| SUSAN NOONEY, CPA LLC | Other Service Provider | $5,021 | — | $5,021 |
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: $424,070
- Estimated Expense Ratio: 0.606% 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 | $484,887 | $166,200 | — | $16,250 | — |
| 2023 | $396,748 | $107,998 | — | $15,000 | — |
| 2022 | $367,372 | $98,120 | — | — | $64,337 |