# Trustees Of Ibew Local 728 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/trustees-of-ibew-local-728-annuity-fund-plan

> Trustees Of Ibew Local 728 Annuity Fund's DC plan: 1,758 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 728 Annuity Fund

- **Sponsor EIN:** 592794330

- **Sponsor Address:** 2010 NW 150TH AVENUE, PEMBROKE PINES, FL, 330281123

- **Plan Type:** DC

- **Total Participants:** 1,758

- **Total Assets:** $93.4M

## 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|1,758|$93.4M|$4.3M|$0|

| 2023|1,745|$88.0M|$3.8M|$0|

| 2022|1,712|$77.5M|$3.3M|$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|

| VANGUARD|NONE|$86,656|—|$86,656|

| NATIONAL EMPLOYEE BENEFITS ADMIN|NONE|$83,607|—|$83,607|

| CAPTRUST|NONE|$67,031|—|$67,031|

| SUGARMAN & SUSSKIND|NONE|$36,224|—|$36,224|

| LEGACY PROFESSIONALS LLP|NONE|$19,209|—|$19,209|

| IBEW LOCAL 728 UNION|NONE|$16,878|—|$16,878|

| PROFUND SOLUTIONS|NONE|$8,100|—|$8,100|

### Verified Provider Profiles

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

- [VANGUARD](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [CAPTRUST](https://planprovider.pro/provider/captrust) — NONE

- [SUGARMAN & SUSSKIND](https://planprovider.pro/provider/sugarman-and-susskind-pa) — NONE

- [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:** $317,705

- **Estimated Expense Ratio:** 0.340% 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|$346,900|$67,031|$82,800|$13,500|—|

| 2023|$316,705|$59,830|$82,800|$13,500|—|

| 2022|$287,971|$61,251|$73,300|—|$60,639|

## Similar Plans

- [Power Design, INC.](https://planprovider.pro/companies/power-design-inc-401k-plan) — 1,489 participants

- [Trustees Of Neca-Ibew 177 Pension Fund](https://planprovider.pro/companies/trustees-of-neca-ibew-177-pension-fund-plan) — 1,411 participants

- [Strada Services, LLC](https://planprovider.pro/companies/strada-services-llc-401k-plan) — 1,331 participants

- [Tri-City Electrical Contractors, INC.](https://planprovider.pro/companies/tri-city-electrical-contractors-inc-401k-plan) — 800 participants

- [Trustees Of Neca-Ibew 1205 Pension Fund](https://planprovider.pro/companies/trustees-of-neca-ibew-1205-pension-fund-plan) — 752 participants

- [Tri-City Electrical Contractors, INC.](https://planprovider.pro/companies/tri-city-electrical-contractors-inc-plan-005) — 597 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-ibew-local-728-annuity-fund-plan)

© 2026 PlanProvider.Pro