# Joint Board Of Trustees Of Neca Ibew Local 1701 Pen. Ben. Trst Fun DC Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-of-neca-ibew-local-1701-pen-ben-trst-fun-plan

> Joint Board Of Trustees Of Neca Ibew Local 1701 Pen. Ben. Trst Fun's DC plan: 460 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees Of Neca Ibew Local 1701 Pen. Ben. Trst Fun

- **Sponsor EIN:** 610459923

- **Sponsor Address:** 6525 CENTURION DR., LANSING, MI, 48917

- **Plan Type:** DC

- **Total Participants:** 460

- **Total Assets:** $72.6M

## 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|460|$72.6M|$4.2M|$0|

| 2023|442|$64.1M|$3.2M|$0|

| 2022|414|$53.5M|$2.7M|$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|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$88,286|—|$88,286|

| TIC INTERNATIONAL GROUP|NONE|$32,647|—|$32,647|

| OLD NATIONAL WEALTH MANAGEMENT|NONE|$27,000|—|$27,000|

| LEDBETTER PARTNERS LLC|NONE|$17,057|—|$17,057|

| FRANK N HESTAND CPA PSC|NONE|$9,000|—|$9,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FRANK N HESTAND CPA PSC](https://planprovider.pro/provider/frank-n-hestand-cpa-psc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $173,990

- **Estimated Expense Ratio:** 0.240% 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|$205,332|$27,000|$32,647|$9,000|—|

| 2023|$198,407|$27,000|$32,000|$9,082|—|

| 2022|$200,241|$27,000|$32,000|—|$31,145|

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