Plan Snapshot
- Plan Sponsor: Trustees Of Neca-Ibew Local 364 Contribution Pension Trust Fund
- Sponsor EIN: 363306560
- Sponsor Address: 6820 MILL ROAD, ROCKFORD, IL, 61108
- Plan Type: DC
- Plan Number: 002
- Total Participants: 1,010
- Total Assets: $489.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,010 | $489.4M | $22.1M | $0 |
| 2023 | 944 | $467.8M | $25.8M | $0 |
| 2022 | 763 | $417.5M | $19.8M | $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 |
|---|---|---|---|---|
| MEKETA INVESTMENT GROUP | Other Service Provider | $115,667 | — | $115,667 |
| DOLAN, MCENIRY CAPITAL MANAGEMENT | Other Service Provider | $74,234 | — | $74,234 |
| TIC INTERNATIONAL | Other Service Provider | $61,108 | — | $61,108 |
| WHITE OAK GLOBAL ADVISORS, LLC | Other Service Provider | $40,236 | — | $40,236 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $36,828 | — | $36,828 |
| ERIC J. FERNANDEZ & CO. CPA'S | Auditor | $29,875 | — | $29,875 |
| BAUM, SIGMAN AUERBACH & NEUMAN LTD. | Other Service Provider | $22,520 | — | $22,520 |
| RICHARD J. WOLF AND COMPANY | Other Service Provider | $6,759 | — | $6,759 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- ERIC J. FERNANDEZ & CO. CPA'S — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $387,227
- Estimated Expense Ratio: 0.079% 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 | $449,433 | $266,964 | $62,608 | $29,875 | — |
| 2023 | $562,686 | $410,310 | $54,776 | $28,075 | — |
| 2022 | $641,546 | $486,647 | $52,620 | — | $55,345 |