# Joint Board Of Trustees Of The Ibew Local 972 Pension Fund DC Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-of-the-ibew-local-972-pension-fund-plan

> Joint Board Of Trustees Of The Ibew Local 972 Pension Fund's DC plan: 597 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 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [ATLANTA CONSULTING GROUP](https://planprovider.pro/provider/john-hancock) — NONE

- [RAYMOND JAMES & ASSOCIATES, INC](https://planprovider.pro/provider/john-hancock) — NONE

- [RUBLE, ROBERT T](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [HARRIS HARDIN AND COMPANY AC](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/joint-board-of-trustees-of-the-ibew-local-972-pension-fund-plan)

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