# The Iam Local 2848 Ford Retirees Veba Trust 401(k) Plan
Source: https://planprovider.pro/companies/the-iam-local-2848-ford-retirees-veba-trust-270937295-501

> The Iam Local 2848 Ford Retirees Veba Trust's 401(k) plan: 201 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Iam Local 2848 Ford Retirees Veba Trust

- **Sponsor EIN:** 270937295

- **Sponsor Address:** 1480 PEARL ROAD, STE 16, BRUNSWICK, OH, 442123490

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 201

- **Total Assets:** $18.7M

## 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|201|$18.7M|$0|$13,898|

| 2023|211|$17.9M|$0|$14,308|

| 2022|221|$17.6M|$0|$18,328|

## 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|

| CETERA ADVISOR NETWORKS LLC|Investment Advisor|$71,994|—|$71,994|

| ASSURED PARTNERS OF OHIO LLC|Insurance Carrier|$71,364|—|$71,364|

| USI CONSULTING|Recordkeeper|$55,000|—|$55,000|

| EIDE BAILLY LLP|Auditor|$16,100|—|$16,100|

| LPFG LLC|Other Service Provider|$6,600|—|$6,600|

| LARRY W SHEPHERD|Custodian / Trustee|$5,150|—|$5,150|

### Verified Provider Profiles

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

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $226,208

- **Estimated Expense Ratio:** 1.209% 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|$257,670|$71,994|$185,676|—|—|

| 2023|$258,760|$68,294|$190,466|—|—|

| 2022|$241,242|$71,609|$169,633|—|—|

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