# Trustees Of Ibew No 743 Health And Welfare Plan 401(k) Plan
Source: https://planprovider.pro/companies/trustees-of-ibew-no-743-health-and-welfare-plan-236299525-501

> Trustees Of Ibew No 743 Health And Welfare Plan's 401(k) plan: 476 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 No 743 Health And Welfare Plan

- **Sponsor EIN:** 236299525

- **Sponsor Address:** 20 MORGAN DRIVE, READING, PA, 19608

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

- **Plan Number:** 501

- **Total Participants:** 476

- **Total Assets:** $13.9M

## 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|476|$13.9M|$9.3M|$300,279|

| 2023|426|$13.3M|$9.6M|$334,498|

| 2022|410|$12.3M|$10.5M|$317,326|

## 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|

| THE HORTON GROUP INC|Other Service Provider|$145,000|—|$145,000|

| FABIAN & BYRN TPA, LLC|Other Service Provider|$63,108|—|$63,108|

| CAPTRUST FINANCIAL ADVISORS|Other Service Provider|$53,535|—|$53,535|

| MEYER UNKOVIC & SCOTT LLP|ERISA Attorney|$36,073|—|$36,073|

| LAWRENCE C MUSGROVE ASSOCIATES|Other Service Provider|$28,178|—|$28,178|

| ALAN ROSS AND COMPANY, PC|Other Service Provider|$12,250|—|$12,250|

| SEGAL CONSULTING|Other Service Provider|$7,416|—|$7,416|

### Verified Provider Profiles

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

- [MEYER UNKOVIC & SCOTT LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $345,560

- **Estimated Expense Ratio:** 2.488% 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|$823,816|$53,535|$86,008|$12,250|—|

| 2023|$694,951|$47,346|$60,517|$12,250|—|

| 2022|$963,668|$46,674|$62,420|—|$206,144|

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