# Trustees Of I.B.E.W Local 697 Defined Contribution Plan DC Plan
Source: https://planprovider.pro/companies/trustees-of-ibew-elec-industry-local-697-money-purch-plan-plan

> Trustees Of I.B.E.W Local 697 Defined Contribution Plan's DC plan: 925 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 697 Defined Contribution Plan

- **Sponsor EIN:** 351773526

- **Sponsor Address:** 7200 MISSISSIPPI STREET, MERRILLVILLE, IN, 46410

- **Plan Type:** DC

- **Total Participants:** 925

- **Total Assets:** $432.7M

## 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|925|$432.7M|$13.9M|$9,614|

| 2023|986|$389.7M|$13.3M|$34,569|

| 2022|981|$337.0M|$12.4M|$98,121|

## 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|

| THE VANGUARD GROUP|NONE|$126,740|—|$126,740|

| EMPOWER ADVISORY GROUP, LLC|NONE|$120,870|—|$120,870|

| P KEENAN|ADMINISTRATOR|$69,429|—|$69,429|

| LEGACY PROFESSIONALS LLP|NONE|$32,742|—|$32,742|

| MARQUETTE ASSOCIATES|NONE|$30,000|—|$30,000|

| M SCZURKO|EMPLOYEE|$29,028|—|$29,028|

| HAGBERG & ASSOCIATES|NONE|$25,188|—|$25,188|

### Verified Provider Profiles

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

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $433,997

- **Estimated Expense Ratio:** 0.100% 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|$583,956|$198,967|—|$24,819|—|

| 2023|$589,712|$197,127|—|$23,500|—|

| 2022|$517,082|$242,677|—|—|$67,756|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-ibew-elec-industry-local-697-money-purch-plan-plan)

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