# Trustees Of Ibew Local 309-401(K) Retirement Plan DC Plan
Source: https://planprovider.pro/companies/trustees-of-ibew-local-309-401-k-retirement-plan-plan

> Trustees Of Ibew Local 309-401(K) Retirement Plan's DC plan: 591 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 Ibew Local 309-401(K) Retirement Plan

- **Sponsor EIN:** 841634780

- **Sponsor Address:** 2000A MALL STREET, STE A, COLLINSVILLE, IL, 622345133

- **Plan Type:** DC

- **Total Participants:** 591

- **Total Assets:** $26.1M

## 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|591|$26.1M|$1.4M|$534,442|

| 2023|540|$22.2M|$1.4M|$513,033|

| 2022|525|$18.0M|$1.2M|$474,116|

## 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|

| ONEAMERICA RETIREMENT SERVICES LLC|NONE|$44,082|—|$44,082|

| SCHEFFEL BOYLE|NONE|$15,240|—|$15,240|

| LOCAL 309 ELECTRICAL HEALTH AND WEL|COMMON MEMBERSHIP|$12,704|—|$12,704|

| ONEAMERICA INVESTMENT ADVISORY SVS|NONE|$6,833|—|$6,833|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $78,859

- **Estimated Expense Ratio:** 0.302% 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|$83,325|$6,833|$44,082|$15,240|—|

| 2023|$90,295|—|$51,035|$13,750|—|

| 2022|$97,610|—|$74,261|—|$13,339|

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