Plan Snapshot
- Plan Sponsor: Trustees Of Ibew Local 9 Ibew And Outside Contractors Dc Pension Fund
- Sponsor EIN: 364301166
- Sponsor Address: 7840 GRAPHICS DRIVE, TINLEY PARK, IL, 60477
- Plan Type: DC
- Total Participants: 2,333
- Total Assets: $451.8M
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 | 2,333 | $451.8M | $0 | $0 |
| 2023 | 2,414 | $360.1M | $0 | $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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP. PLLC | Auditor | $20,000 | — | $20,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP. PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,000
- Estimated Expense Ratio: 0.004% 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 | $410,955 | $142,514 | $91,541 | $20,000 | — |
| 2023 | $402,594 | $139,722 | $95,949 | — | $80,270 |