# Joint Board Of Trustees Of I.B.E.W. 490 Pension DB Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-of-i-b-e-w-490-pension-026026500-001

> Joint Board Of Trustees Of I.B.E.W. 490 Pension&#39;s DB plan: 231 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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