Plan Snapshot
- Plan Sponsor: Local Union No. 4, Ibew
- Sponsor EIN: 436031009
- Sponsor Address: 4940 WASHINGTON BLVD, SAINT LOUIS, MO, 631081621
- Plan Type: DC
- Total Participants: 632
- Total Assets: $55.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 632 | $55.5M | $1.1M | $164,763 |
| 2023 | 587 | $49.1M | $1.2M | $152,870 |
| 2022 | 512 | $43.7M | $1.1M | $149,675 |
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 |
|---|---|---|---|---|
| GRABEL, SCHNIEDERS, HOLLMAN & CO. | Auditor | $7,521 | — | $7,521 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,521
- Estimated Expense Ratio: 0.014% 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 | $132,263 | $92,235 | $20,048 | $7,521 | — |
| 2023 | $125,771 | $89,489 | $17,820 | $6,500 | — |
| 2022 | $121,624 | $85,725 | $14,843 | — | $11,057 |