# Joint Pension Fund Local Union 164 Ibew DB Plan
Source: https://planprovider.pro/companies/joint-pension-fund-local-union-164-ibew-plan

> Joint Pension Fund Local Union 164 Ibew's DB plan: 1,746 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Pension Fund Local Union 164 Ibew

- **Sponsor EIN:** 226031199

- **Sponsor Address:** 425 EAGLE ROCK AVENUE, ROSELAND, NJ, 070681717

- **Plan Type:** DB

- **Total Participants:** 1,746

- **Total Assets:** $599.4M

## 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|1,746|$599.4M|$32.0M|$0|

| 2023|2,072|$551.9M|$29.4M|$0|

| 2022|2,149|$486.9M|$32.5M|$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|

| CONGRESS ASSET MANAGEMENT COMPANY|NONE|$318,471|—|$318,471|

| RAMIREZ ASSET MANAGEMENT|NONE|$237,902|—|$237,902|

| FABIAN AND BYRN, LLC|NONE|$225,730|—|$225,730|

| BLACKROCK|NONE|$107,446|—|$107,446|

| MPC CAPITAL ADVISORS, LLC|NONE|$88,159|—|$88,159|

| MSPC|NONE|$72,366|—|$72,366|

| SUMMIT ACTUARIAL SERVICES|NONE|$70,000|—|$70,000|

| NATIONAL REAL ESTATE ADVISORS, LLC|NONE|$66,183|—|$66,183|

| THE BANK OF NEW YORK MELLON|NONE|$43,151|—|$43,151|

| ZAZZALI FAGELLA|NONE|$40,508|—|$40,508|

| WILMINGTON TRUST, NATIONAL ASSOC.|NONE|$38,575|—|$38,575|

### Verified Provider Profiles

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

- [MSPC](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,308,491

- **Estimated Expense Ratio:** 0.218% 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|$1,582,360|$861,312|$225,730|$72,366|—|

| 2023|$1,529,359|$784,833|$227,201|$72,066|—|

| 2022|$1,409,210|$765,353|$233,417|—|$192,147|

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