Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Of The Ibew Local 972 Pension Fund
- Sponsor EIN: 310964117
- Sponsor Address: 50 SANDHILL ROAD, RENO, OH, 45773
- Plan Type: DC
- Total Participants: 597
- Total Assets: $89.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 597 | $89.8M | $3.4M | $0 |
| 2023 | 593 | $82.4M | $3.7M | $0 |
| 2022 | 596 | $68.7M | $3.5M | $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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $81,444 | — | $81,444 |
| ATLANTA CONSULTING GROUP | NONE | $51,406 | — | $51,406 |
| GRAY GRIFFITH AND MAYS AC | NONE | $38,841 | — | $38,841 |
| WHP | NONE | $25,775 | — | $25,775 |
| AMERICAN BENEFIT CORPORATION | NONE | $23,198 | — | $23,198 |
| RAYMOND JAMES & ASSOCIATES, INC | NONE | $17,242 | — | $17,242 |
| RUBLE, ROBERT T | NONE | $7,686 | — | $7,686 |
| HARRIS HARDIN AND COMPANY AC | NONE | $5,195 | — | $5,195 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- ATLANTA CONSULTING GROUP — NONE
- RAYMOND JAMES & ASSOCIATES, INC — NONE
- RUBLE, ROBERT T — NONE
- HARRIS HARDIN AND COMPANY AC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $250,787
- Estimated Expense Ratio: 0.279% 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 | $254,621 | $90,674 | $40,057 | $47,820 | — |
| 2023 | $244,518 | $79,025 | $103,225 | — | — |
| 2022 | $269,012 | $59,166 | — | — | $89,947 |