# Trustees-Ibew 661 Retirement Plan DC Plan
Source: https://planprovider.pro/companies/trustees-ibew-661-retirement-plan-plan

> Trustees-Ibew 661 Retirement Plan's DC plan: 238 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees-Ibew 661 Retirement Plan

- **Sponsor EIN:** 480930235

- **Sponsor Address:** 200 W 2ND AVE, HUTCHINSON, KS, 67501

- **Plan Type:** DC

- **Total Participants:** 238

- **Total Assets:** $29.6M

## 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|238|$29.6M|$2.0M|$0|

| 2023|232|$26.2M|$1.8M|$0|

| 2022|223|$22.3M|$1.5M|$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|

| PRINCIPAL LIFE INSURANCE COMPANY|RECORDKEEPER|$87,717|—|$87,717|

| KANSAS CHAPTER NECA|CONTRACT ADMINISTRATOR|$33,398|—|$33,398|

| IMA WEALTH, INC|INVESTMENT ADVISORY|—|$30,746|$30,746|

| MORROW & CO LLC|AUDITOR|$17,636|—|$17,636|

| MCAFEE & TAFT|LEGAL|$8,734|—|$8,734|

| FEE INSURANCE GROUP, INC|INSURANCE|$5,249|—|$5,249|

### Verified Provider Profiles

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

- [IMA WEALTH, INC](https://planprovider.pro/provider/ima-wealth) — INVESTMENT ADVISORY

- [MCAFEE & TAFT](https://planprovider.pro/provider/mcafee-and-taft-a-professional-corporation) — LEGAL

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $183,480

- **Estimated Expense Ratio:** 0.620% 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|$156,329|$87,717|$33,398|$17,636|—|

| 2023|$141,971|$77,944|$29,615|$18,386|—|

| 2022|$137,059|$73,431|$34,015|—|$21,049|

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