Plan Snapshot
- Plan Sponsor: Neca Local 145 I.B.E.W Annuity And Profi
- Sponsor EIN: 363730534
- Sponsor Address: 1700 52ND AVENUE, STE B, MOLINE, IL, 61265
- Plan Type: DC
- Plan Number: 002
- Total Participants: 1,161
- Total Assets: $161.8M
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 | 1,161 | $161.8M | $8.9M | $0 |
| 2023 | 1,103 | $152.8M | $8.7M | $0 |
| 2022 | 1,113 | $129.2M | $8.3M | $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 |
|---|---|---|---|---|
| RJ LEE LLC | Other Service Provider | $36,065 | — | $36,065 |
| CALIBRE CPA GROUP, PLLC | Auditor | $10,750 | — | $10,750 |
| MCCARTHY CALLAS & FEENEY PC | Other Service Provider | $7,444 | — | $7,444 |
| INVESTMENT CONSULTING GROUP | Other Service Provider | $5,500 | — | $5,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,759
- Estimated Expense Ratio: 0.037% 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 | $82,122 | $5,500 | $17,537 | $10,815 | — |
| 2023 | $87,636 | $5,500 | $16,640 | $10,080 | — |
| 2022 | $66,540 | $5,125 | $16,193 | — | $17,804 |