# Trustees Of I.B.E.W. Local Union No 479 Annuity 401k Plan DC Plan
Source: https://planprovider.pro/companies/trustees-of-i-b-e-w-local-union-no-479-annuity-401k-plan-plan

> Trustees Of I.B.E.W. Local Union No 479 Annuity 401k Plan's DC plan: 1,316 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of I.B.E.W. Local Union No 479 Annuity 401k Plan

- **Sponsor EIN:** 203824733

- **Sponsor Address:** 1480 SPINDLETOP ROAD, BEAUMONT, TX, 77705

- **Plan Type:** DC

- **Total Participants:** 1,316

- **Total Assets:** $71.5M

## 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|1,316|$71.5M|$2.3M|$439,348|

| 2023|1,287|$67.7M|$2.3M|$549,537|

| 2022|1,190|$58.6M|$2.2M|$645,782|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$220,077|—|$220,077|

| JEANA DUHON|NONE|$37,638|—|$37,638|

| BENEFIT RESOURCES, INC.|NONE|$31,088|—|$31,088|

| SEGAL MARCO ADVISORS|NONE|$30,000|—|$30,000|

| EDWARDS AND LEATHERS, P.C.|NONE|$16,500|—|$16,500|

| THE SEGAL COMPANY|NONE|$12,000|—|$12,000|

### Verified Provider Profiles

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

- [THE SEGAL COMPANY](https://planprovider.pro/provider/milliman) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $347,303

- **Estimated Expense Ratio:** 0.486% 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|$367,705|$30,000|$31,088|$16,500|—|

| 2023|$387,813|$285,417|—|$17,113|—|

| 2022|$401,981|$294,133|—|—|$60,552|

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