Plan Snapshot
- Plan Sponsor: Local 231 Ibew And Iowa Neca Sioux City Division Joint Board Of Trust
- Sponsor EIN: 421086362
- Sponsor Address: 8960 L STREET, OMAHA, NE, 68127
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 453
- Total Assets: $63.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 453 | $63.4M | $2.9M | $199,080 |
| 2023 | 419 | $53.4M | $2.7M | $217,870 |
| 2022 | 522 | $47.8M | $2.4M | $178,928 |
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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $33,796 | — | $33,796 |
| DEBOER & ASSOCIATES, PC | Auditor | $27,880 | — | $27,880 |
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $23,783 | — | $23,783 |
| INVESTMENT CONSULTING GROUP, INC. | Other Service Provider | $19,083 | — | $19,083 |
| BLAKE & UHLIG, P.A. | Other Service Provider | $12,725 | — | $12,725 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEBOER & ASSOCIATES, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,267
- Estimated Expense Ratio: 0.185% 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 | $136,892 | $19,083 | $33,796 | $14,175 | — |
| 2023 | $171,220 | $21,000 | $38,390 | $13,625 | — |
| 2022 | $169,321 | $73,436 | $31,347 | — | $46,617 |