# Trustees Of The Ibew Local No. 607 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/trustees-of-the-ibew-local-no-607-annuity-fund-plan

> Trustees Of The Ibew Local No. 607 Annuity Fund's DC plan: 161 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 The Ibew Local No. 607 Annuity Fund

- **Sponsor EIN:** 232339624

- **Sponsor Address:** 425 EAGLE ROCK AVE., ROSELAND, NJ, 07068

- **Plan Type:** DC

- **Total Participants:** 161

- **Total Assets:** $40.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|161|$40.1M|$1.2M|$0|

| 2023|169|$35.3M|$848,174|$0|

| 2022|207|$29.9M|$789,443|$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|

| FISCHER DORWART, P.C.|Auditor|$8,950|—|$8,950|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,950

- **Estimated Expense Ratio:** 0.022% 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|$140,518|$45,021|$24,174|$8,950|—|

| 2023|$130,194|$43,709|$24,399|$8,950|—|

| 2022|$137,567|$72,322|$24,191|—|$31,540|

## Similar Plans

- [Trustees Of Ibew Local No 607 Pension Fund](https://planprovider.pro/companies/trustees-of-ibew-local-no-607-pension-fund-plan) — 161 participants

- [Top Shelf Electric Corp.](https://planprovider.pro/companies/top-shelf-electric-corp-401k-plan) — 163 participants

- [Tristrux LLC](https://planprovider.pro/companies/tristrux-llc-401k-plan) — 198 participants

- [Trustees Of Ibew Local Union No. 812 Annuity Plan](https://planprovider.pro/companies/trustees-of-ibew-local-union-no-812-annuity-plan-plan) — 220 participants

- [A-V Services, Incorporated](https://planprovider.pro/companies/a-v-services-incorporated-401k-plan) — 292 participants

- [Board Of Trustees Ibew Eastern States Pension Plan](https://planprovider.pro/companies/board-of-trustees-ibew-eastern-states-pension-plan-plan) — 15 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-ibew-local-no-607-annuity-fund-plan)

© 2026 PlanProvider.Pro