Plan Snapshot
- Plan Sponsor: Trustees Of Local Union 106 Ibew Annuity Plan
- Sponsor EIN: 166126150
- Sponsor Address: 322 JAMES AVE, JAMESTOWN, NY, 147019680
- Plan Type: DC
- Total Participants: 165
- Total Assets: $29.8M
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 | 165 | $29.8M | $0 | $0 |
| 2023 | 164 | $23.2M | $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 |
|---|---|---|---|---|
| BUFFAMANTE, WHIPPLE, BUTTAFARO PC | Auditor | $11,118 | — | $11,118 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BUFFAMANTE, WHIPPLE, BUTTAFARO PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,118
- Estimated Expense Ratio: 0.037% 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 | $147,682 | $16,152 | $31,173 | $11,118 | — |
| 2023 | $139,137 | $31,594 | $39,218 | — | $12,287 |