Plan Snapshot
- Plan Sponsor: Trustees Of Ibew 257-Neca Income Security Fund
- Sponsor EIN: 431845782
- Sponsor Address: 5735 ELIZABETH AVENUE, ST. LOUIS, MO, 63110
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 633
- Total Assets: $4.2M
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 | 633 | $4.2M | $309,447 | $0 |
| 2023 | 632 | $4.0M | $329,287 | $0 |
| 2022 | 590 | $3.7M | $412,837 | $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 |
|---|---|---|---|---|
| IBEW-NECA SERVICE CENTER | Other Service Provider | $35,717 | — | $35,717 |
| ANDERS MINKLER HUBER HELM LLP | Auditor | $24,972 | — | $24,972 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER HELM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,689
- Estimated Expense Ratio: 1.461% 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 | $75,549 | $4,000 | — | $24,972 | — |
| 2023 | $80,124 | $3,000 | — | $29,421 | — |
| 2022 | $69,908 | $4,000 | — | — | $26,918 |