# Board Of Trustees, Orange County Ibew-Neca Electrical DC Plan
Source: https://planprovider.pro/companies/orange-county-ibew-neca-board-of-trustees-plan

> Board Of Trustees, Orange County Ibew-Neca Electrical's DC plan: 4,316 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Orange County Ibew-Neca Electrical

- **Sponsor EIN:** 760759816

- **Sponsor Address:** 6800 SANTA TERESA BLVD STE 100, SAN JOSE, CA, 95119

- **Plan Type:** DC

- **Total Participants:** 4,316

- **Total Assets:** $335.4M

## 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.|

| 2025|4,316|$335.4M|$0|$0|

| 2024|4,246|$301.3M|$0|$0|

| 2023|5,550|$261.9M|$0|$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|

| MILLER KAPLAN ARASE LLP|Auditor|$23,000|—|$23,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $23,000

- **Estimated Expense Ratio:** 0.007% 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|

| 2025|$666,073|$48,000|$54,243|$23,000|—|

| 2024|$650,828|$48,000|$53,597|$22,000|—|

| 2023|$507,525|$47,500|$51,660|—|$39,861|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/orange-county-ibew-neca-board-of-trustees-plan)

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