# Joint Pension Fund Of Local Union No 102 Ibew Board Of Trustees DB Plan
Source: https://planprovider.pro/companies/joint-pension-fund-of-local-union-plan

> Joint Pension Fund Of Local Union No 102 Ibew Board Of Trustees's DB plan: 1,981 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Pension Fund Of Local Union No 102 Ibew Board Of Trustees

- **Sponsor EIN:** 221615726

- **Sponsor Address:** 50 PARSIPPANY ROAD, PARSIPPANY, NJ, 07054

- **Plan Type:** DB

- **Total Participants:** 1,981

- **Total Assets:** $718.3M

## 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|1,981|$718.3M|$32.1M|$0|

| 2023|2,040|$671.6M|$32.3M|$0|

| 2022|2,013|$607.7M|$30.6M|$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|

| WCM FOCUSED INTL GROWTH FUND, LP|NONE|$394,920|—|$394,920|

| IE SHAFFER AND COMPANY|NONE|$345,766|—|$345,766|

| LAZARD ASSET MANAGEMENT|NONE|$261,182|—|$261,182|

| WEAVER C BARKSDALE AND ASSOC INC|NONE|$198,327|—|$198,327|

| SAGE ADVISORY SERVICES|NONE|$155,414|—|$155,414|

| GW & K INVESTMENT MANAGEMENT|NONE|$136,325|—|$136,325|

| LOOMIS SAYLES TRUST CO|NONE|$89,361|—|$89,361|

| DOLAN MCENIRY CAPITAL MANAGEMENT|NONE|$87,977|—|$87,977|

| CHARTWELL INVESTMENT PARTNERS LLC|NONE|$86,345|—|$86,345|

| MANNING & NAPIER ADVISORS LLC|NONE|$74,995|—|$74,995|

| KEYSTONE 74 BENEFITS AND ADMIN. LLC|NONE|$74,640|—|$74,640|

| GERSON & ASSOC., CPAS AND ADVISORS|NONE|$69,428|—|$69,428|

| MORGAN STANLEY GRAYSTONE|NONE|$62,727|—|$62,727|

| NORTHERN TRUST CORPORATION|NONE|$41,012|—|$41,012|

| LAW OFFICES OF TIMOTHY R HOTT PC|NONE|$18,216|—|$18,216|

| ORANSY SCARAGGI AND BORG PC|NONE|$18,133|—|$18,133|

### Verified Provider Profiles

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

- [MANNING & NAPIER ADVISORS LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [MORGAN STANLEY GRAYSTONE](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,114,768

- **Estimated Expense Ratio:** 0.294% 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|$2,623,513|$1,886,228|$345,766|$69,428|—|

| 2023|$2,207,757|$1,503,247|$345,766|$64,892|—|

| 2022|$2,287,736|$1,607,331|$339,504|—|$159,418|

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