# Trustees Of Neca-Ibew Local 364 Contribution Pension Trust Fund DC Plan
Source: https://planprovider.pro/companies/trustees-of-neca-ibew-local-364-contribution-pension-trust-fund-363306560-002

> Trustees Of Neca-Ibew Local 364 Contribution Pension Trust Fund's DC plan: 1,010 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

- [ERIC J. FERNANDEZ & CO. CPA'S](https://planprovider.pro/provider/eric-j-fernandez-and-co) — 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|

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