# Trustees Of South Florida Electrical Workers Pension Plan DB Plan
Source: https://planprovider.pro/companies/trustees-of-south-florida-electrical-workers-pension-plan-plan

> Trustees Of South Florida Electrical Workers Pension Plan's DB plan: 759 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 South Florida Electrical Workers Pension Plan

- **Sponsor EIN:** 596230530

- **Sponsor Address:** 2550 W UNION HILLS DR STE 290, PHOENIX, AZ, 85027

- **Plan Type:** DB

- **Total Participants:** 759

- **Total Assets:** $147.8M

## 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|759|$147.8M|$7.8M|$0|

| 2023|784|$133.2M|$6.5M|$0|

| 2022|804|$119.2M|$7.8M|$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|

| BELLOWS ASSOCIATES, P.A.|Auditor|$81,767|—|$81,767|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $81,767

- **Estimated Expense Ratio:** 0.055% 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|$1,012,684|$404,300|$145,249|$81,767|—|

| 2023|$1,097,576|$403,600|$156,718|$101,668|—|

| 2022|$3,440,411|$483,146|$158,772|—|$356,718|

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