Plan Snapshot
- Plan Sponsor: Trustees Of I.B.E.W. Local No. 728 Pension Fund
- Sponsor EIN: 596510428
- Sponsor Address: 2010 N.W. 150TH AVENUE, PEMBROKE PINES, FL, 330281123
- Plan Type: DB
- Total Participants: 539
- Total Assets: $71.9M
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 | 539 | $71.9M | $2.3M | $0 |
| 2023 | 550 | $67.5M | $1.7M | $0 |
| 2022 | 533 | $63.4M | $1.7M | $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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | $21,800 | — | $21,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,800
- Estimated Expense Ratio: 0.030% 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 | $711,023 | $247,354 | $118,236 | $21,800 | — |
| 2023 | $639,362 | $223,613 | $118,112 | $21,300 | — |
| 2022 | $593,893 | $219,451 | $113,070 | — | $165,156 |