Plan Snapshot
- Plan Sponsor: The Board Of Trustees Of The Electrical Workers Pension Trust
- Sponsor EIN: 386080404
- Sponsor Address: PO BOX 71337, MADISON HEIGHTS, MI, 480710337
- Plan Type: DB
- Total Participants: 3,182
- Total Assets: $922.7M
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 | 3,182 | $922.7M | $71.6M | $0 |
| 2023 | 3,028 | $888.5M | $70.1M | $0 |
| 2022 | 2,976 | $799.5M | $69.7M | $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 |
|---|---|---|---|---|
| MCCLAIN SMITH & WENZ PC | Auditor | $53,322 | — | $53,322 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCCLAIN SMITH & WENZ PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,322
- Estimated Expense Ratio: 0.006% 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 | $2,901,737 | $1,732,964 | — | $53,322 | — |
| 2023 | $2,825,334 | $1,649,285 | — | $45,166 | — |
| 2022 | $2,819,038 | $1,814,834 | — | — | $116,662 |