# Trustees Of Ibew Local Union No. 812 Annuity Plan DC Plan
Source: https://planprovider.pro/companies/trustees-of-ibew-local-union-no-812-annuity-plan-plan

> Trustees Of Ibew Local Union No. 812 Annuity Plan's DC plan: 220 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. 812 Annuity Plan

- **Sponsor EIN:** 232578198

- **Sponsor Address:** 425 EAGLE ROCK AVE, STE 105, ROSELAND, NJ, 070681717

- **Plan Type:** DC

- **Total Participants:** 220

- **Total Assets:** $32.7M

## 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|220|$32.7M|$1.5M|$0|

| 2023|217|$30.3M|$1.0M|$0|

| 2022|165|$27.0M|$1.1M|$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|

| JOHN HANCOCK|NONE|$44,009|—|$44,009|

| FABIAN & BYRNE|NONE|$24,070|—|$24,070|

| PACKER THOMAS|NONE|$13,919|—|$13,919|

| MEYER, UNKOVIC & SCOTT LLP|NONE|$13,249|—|$13,249|

| CAPFINANCIAL PARTNERS LLC|NONE|$6,864|—|$6,864|

### Verified Provider Profiles

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

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — NONE

- [PACKER THOMAS](https://planprovider.pro/provider/packer-thomas) — NONE

- [MEYER, UNKOVIC & SCOTT LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $102,111

- **Estimated Expense Ratio:** 0.312% 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|$111,559|$50,873|$26,716|$13,919|—|

| 2023|$90,509|$33,761|$25,672|$13,885|—|

| 2022|$120,075|$51,926|$24,454|—|$35,101|

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