# Local 231 Ibew And Iowa Neca Sioux City Division Joint Board Of Trust 401(k) Plan
Source: https://planprovider.pro/companies/local-231-ibew-and-iowa-neca-sioux-city-division-joint-board-of-trust-421086362-001

> Local 231 Ibew And Iowa Neca Sioux City Division Joint Board Of Trust's 401(k) plan: 453 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/deboer-and-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|

## Similar Plans

- [Ibew Local Union No. 22/Neca Joint Board Of Trustees](https://planprovider.pro/companies/ibew-local-union-no-22-neca-joint-board-of-trustees-plan-002) — 3,156 participants

- [Ibew Local Union No. 22/Neca Health & Welfare Fund](https://planprovider.pro/companies/ibew-local-union-no-22-neca-health-welfare-fund-470462667-501) — 2,175 participants

- [Omaha Brotherhood Of Electrical Workers Local No. 22 Vacation-](https://planprovider.pro/companies/omaha-brotherhood-of-electrical-workers-local-no-22-vacation-476021937-501) — 1,812 participants

- [Ibew Local Union No. 22/Neca Joint Board Of Trustees](https://planprovider.pro/companies/ibew-local-union-no-22-neca-joint-board-of-trustees-plan-001) — 1,452 participants

- [Kidwell, INC.](https://planprovider.pro/companies/kidwell-inc-401k-plan) — 478 participants

- [Ibew Local 265 Vacation Fund Joint Board Of Trustees](https://planprovider.pro/companies/ibew-local-265-vacation-fund-joint-board-of-trustees-237284114-501) — 392 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/local-231-ibew-and-iowa-neca-sioux-city-division-joint-board-of-trust-421086362-001)

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