# Jt Board Trustees Ibew Local 252 401(k) Plan
Source: https://planprovider.pro/companies/jt-board-trustees-ibew-local-252-386323896-002

> Jt Board Trustees Ibew Local 252's 401(k) plan: 1,284 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jt Board Trustees Ibew Local 252

- **Sponsor EIN:** 386323896

- **Sponsor Address:** 3135 S. STATE ST., SUITE 105, ANN ARBOR, MI, 481081653

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 1,284

- **Total Assets:** $143.1M

## 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|1,284|$143.1M|$7.5M|$3.1M|

| 2023|1,290|$126.3M|$6.7M|$2.6M|

| 2022|1,295|$108.5M|$4.5M|$2.2M|

## 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|

| LAW OFFICE OF THOMAS D. LUCZAK PLLC|Other Service Provider|$178,136|$1,060|$179,196|

| RBC WEALTH MANAGEMENT|Other Service Provider|$92,836|—|$92,836|

| ADP|Other Service Provider|$85,444|—|$85,444|

| ANN ARBOR BENEFITS ADMINISTRATORS|Other Service Provider|$47,576|—|$47,576|

| POLK AND ASSOCIATES, P.L.C.|Other Service Provider|$33,300|—|$33,300|

| CONLIN, MCKENNEY & PHILBRICK, P.C.|Other Service Provider|—|$8,483|$8,483|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $446,835

- **Estimated Expense Ratio:** 0.312% 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|$278,228|—|$47,576|$33,300|—|

| 2023|$454,089|$82,576|$46,327|$31,580|—|

| 2022|$408,372|$142,397|$49,713|—|$194,359|

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