Plan Snapshot
- Plan Sponsor: Trustees Of Ibew Local No. 9 & Line Clearance Contractors H & W Fund
- Sponsor EIN: 363332983
- Sponsor Address: 6525 CENTURION DRIVE, LANSING, MI, 48917
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 819
- Total Assets: $44.0M
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 | 819 | $44.0M | $12.8M | $46,664 |
| 2023 | 808 | $42.6M | $12.6M | $24,329 |
| 2022 | 877 | $41.7M | $13.1M | $23,156 |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | Other Service Provider | $746,632 | — | $746,632 |
| TIC MIDWEST ADMIN SOLUTIONS | Other Service Provider | $87,264 | — | $87,264 |
| THE SEGAL COMPANY (MIDWEST), INC | Other Service Provider | $71,163 | — | $71,163 |
| MEKETA INVESTMENT GROUP, INC | Other Service Provider | $31,000 | — | $31,000 |
| ASB CAPITAL MANAGEMENT LLC | Other Service Provider | $28,978 | — | $28,978 |
| LEGACY PROFESSIONALS LLP | Auditor | $26,941 | — | $26,941 |
| EMPLOYEE RESOURCE SYSTEMS, INC | Recordkeeper | $18,539 | — | $18,539 |
| ASHER, GITTLER & D'ALBA, LTD. | Other Service Provider | $10,488 | — | $10,488 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
- EMPLOYEE RESOURCE SYSTEMS, INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,021,005
- Estimated Expense Ratio: 2.321% 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 | $282,031 | $41,946 | $76,266 | $22,250 | — |
| 2023 | $291,945 | $42,383 | $64,117 | $21,000 | — |
| 2022 | $325,492 | $124,323 | $62,108 | — | $85,466 |