Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Of Ibew Local 466 Pension
- Sponsor EIN: 550708649
- Sponsor Address: 9200 US RT. 60, ONA, WV, 25545
- Plan Type: DC
- Total Participants: 473
- Total Assets: $145.8M
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 | 473 | $145.8M | $5.2M | $100,136 |
| 2023 | 446 | $128.6M | $4.9M | $131,514 |
| 2022 | 359 | $110.9M | $4.9M | $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 |
|---|---|---|---|---|
| FRANK N HESTAND CPA PSC | Auditor | $11,377 | — | $11,377 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRANK N HESTAND CPA PSC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,377
- 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 | $141,063 | $25,750 | $30,000 | $11,377 | — |
| 2023 | $131,586 | $24,750 | $30,000 | $11,048 | — |
| 2022 | $151,163 | $23,250 | $30,000 | — | $51,259 |