# Joint Board Of Trustees Of Ibew Local 972 Vacation Fund 401(k) Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-of-ibew-local-972-vacation-fund-310965899-501

> Joint Board Of Trustees Of Ibew Local 972 Vacation Fund's 401(k) plan: 232 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 Ibew Local 972 Vacation Fund

- **Sponsor EIN:** 310965899

- **Sponsor Address:** 3150 US ROUTE 60, ONA, WV, 25545

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 232

- **Total Assets:** $1.7M

## 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|232|$1.7M|$1.8M|$0|

| 2023|248|$2.1M|$2.2M|$0|

| 2022|262|$1.9M|$1.9M|$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|

| GRAY, GRIFFITH & MAYS. A.C.|Other Service Provider|$17,259|—|$17,259|

| AMERICAN BENEFIT CORPORATION|Other Service Provider|$7,115|—|$7,115|

| PEOPLE'S UNITED BANK|Other Service Provider|$5,189|—|$5,189|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $29,563

- **Estimated Expense Ratio:** 1.692% 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|$31,611|$5,189|—|—|—|

| 2023|$30,114|$5,100|—|—|—|

| 2022|$22,290|$4,817|—|—|$8,157|

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