# Trustees Of Local No. 41 Ibew Annuity 401(k) Plan
Source: https://planprovider.pro/companies/trustees-of-local-no-41-ibew-annuity-401k-plan

> Trustees Of Local No. 41 Ibew Annuity's 401(k) plan: 1,495 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 No. 41 Ibew Annuity

- **Sponsor EIN:** 166069938

- **Sponsor Address:** S 3546 CALIFORNIA ROAD, ORCHARD PARK, NY, 14127

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

- **Total Participants:** 1,495

- **Total Assets:** $120.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|1,495|$120.6M|$0|$0|

| 2023|1,449|$97.5M|$0|$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|

| ARCARA LENDA EUSANIO & STACEY, CPAS|Auditor|$35,983|—|$35,983|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,983

- **Estimated Expense Ratio:** 0.030% 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|$310,577|$13,125|—|$35,983|—|

| 2023|$300,422|$79,477|—|—|$79,038|

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