# Trustees Of Local 400 Ibew Joint Annuity Fund DC Plan
Source: https://planprovider.pro/companies/trustees-of-local-400-ibew-joint-annuity-fund-222160644-001

> Trustees Of Local 400 Ibew Joint Annuity Fund's DC plan: 681 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 Local 400 Ibew Joint Annuity Fund

- **Sponsor EIN:** 222160644

- **Sponsor Address:** C/O IE SHAFFER, WEST TRENTON, NJ, 086280230

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 681

- **Total Assets:** $276.1M

## 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|681|$276.1M|$9.4M|$0|

| 2023|705|$273.0M|$8.9M|$0|

| 2022|669|$249.9M|$8.7M|$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|

| I.E. SHAFFER & CO.|Other Service Provider|$168,757|—|$168,757|

| MSPC CERTIFIED PUBLIC ACCOUNTANTS|Auditor|$41,723|—|$41,723|

| O'BRIEN, BELLAND & BUSHINSKY LLC|Other Service Provider|$21,937|—|$21,937|

| MORGAN STANLEY GRAYSTONE|Recordkeeper|$17,500|—|$17,500|

| LINDABURY, MCCORMICK, ESTABROOK|Other Service Provider|$6,570|—|$6,570|

| EMPOWER ANNUITY INSURANCE COMPANY|Other Service Provider|$5,836|—|$5,836|

### Verified Provider Profiles

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

- [MSPC CERTIFIED PUBLIC ACCOUNTANTS](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — 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:** $262,323

- **Estimated Expense Ratio:** 0.095% 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|$310,330|$22,256|$168,757|$41,723|—|

| 2023|$280,125|$22,283|$147,223|$35,373|—|

| 2022|$301,226|$23,167|$153,306|—|$80,515|

## Similar Plans

- [New Jersey Electrical Workers Temporary Disability Benefit Trust Fund](https://planprovider.pro/companies/new-jersey-electrical-workers-temporary-disability-benefit-trust-fund-221714827-501) — 6,564 participants

- [Joint Annuity Fund Local 164 Ibew](https://planprovider.pro/companies/joint-annuity-fund-local-164-ibew-plan) — 3,027 participants

- [South Jersey Electrical Workers Temporary Disability Fund](https://planprovider.pro/companies/south-jersey-electrical-workers-temporary-disability-fund-223424489-501) — 2,957 participants

- [Ibew Local No 102 Welfare Fund Board Of Trustees](https://planprovider.pro/companies/ibew-local-no-102-welfare-fund-board-of-trustees-226487222-501) — 2,473 participants

- [Ibew Local Union No 102 Surety Plan Board Of Trustees](https://planprovider.pro/companies/ibew-local-union-no-102-surety-plan-plan) — 2,337 participants

- [Joint Welfare Fund Local Union 164 Ibew](https://planprovider.pro/companies/joint-welfare-fund-local-union-164-ibew-221537766-501) — 2,291 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-local-400-ibew-joint-annuity-fund-222160644-001)

© 2026 PlanProvider.Pro