# Trustees Of Ibew Local Union No. 126 Retirement Plan 401(k) Plan
Source: https://planprovider.pro/companies/trustees-of-ibew-local-union-no-126-retirement-plan-232156093-001

> Trustees Of Ibew Local Union No. 126 Retirement Plan's 401(k) plan: 6,529 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 Union No. 126 Retirement Plan

- **Sponsor EIN:** 232156093

- **Sponsor Address:** 3455 GERMANTOWN PIKE, COLLEGEVILLE, PA, 194261503

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 6,529

- **Total Assets:** $1.1B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|6,529|$1.1B|$86.7M|$1.9M|

| 2023|6,177|$876.6M|$76.3M|$1.8M|

| 2022|3,465|$730.1M|$72.3M|$1.4M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|Recordkeeper|$761,826|—|$761,826|

| IBEW LOCAL UNION NO. 126|Other Service Provider|$234,085|—|$234,085|

| NOVAK FRANCELLA, LLC|Auditor|$42,558|—|$42,558|

| FOX ROTHSCHILD, LLP|Other Service Provider|$36,655|—|$36,655|

| MORGAN STANLEY GRAYSTONE|Recordkeeper|$20,000|—|$20,000|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$19,942|—|$19,942|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — Recordkeeper

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

- [MORGAN STANLEY GRAYSTONE](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,115,066

- **Estimated Expense Ratio:** 0.106% 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|$1,180,592|$781,926|—|$31,852|—|

| 2023|$1,051,872|$730,201|—|$28,250|—|

| 2022|$1,004,540|$705,412|—|—|$67,664|

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