Plan Snapshot
- Plan Sponsor: Local 363 Ibew Supply House Employee Pension Fund Ttees
- Sponsor EIN: 132972311
- Sponsor Address: 67 COMMERCE DRIVE SOUTH, HARRIMAN, NY, 109263100
- Plan Type: DB
- Total Participants: 0
- Total Assets: $6.4M
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 | 0 | $6.4M | $244,611 | $0 |
| 2023 | 31 | $5.9M | $254,898 | $0 |
| 2022 | 30 | $5.3M | $236,840 | $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 |
|---|---|---|---|---|
| MILLIMAN, INC | Recordkeeper | $47,418 | — | $47,418 |
| MORGAN STANLEY SMITH BARNEY | Recordkeeper | $20,245 | — | $20,245 |
| MSPC CERTIFIED PUBLIC ACCOUNTANTS | Auditor | $10,300 | — | $10,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC — Recordkeeper
- MORGAN STANLEY SMITH BARNEY — Recordkeeper
- MSPC CERTIFIED PUBLIC ACCOUNTANTS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,963
- Estimated Expense Ratio: 1.215% 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 | $385,958 | — | $82,123 | — | — |
| 2023 | $403,412 | — | $84,343 | — | — |
| 2022 | $379,839 | — | $73,059 | — | — |