# Trustees Of The National Electrical Annuity Plan DC Plan Source: https://planprovider.pro/companies/trustees-of-the-national-electrical-annuity-plan-plan > Trustees Of The National Electrical Annuity Plan's DC plan: 89,789 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 National Electrical Annuity Plan - **Sponsor EIN:** 526132372 - **Sponsor Address:** 2400 RESEARCH BLVD., SUITE 500, ROCKVILLE, MD, 208503266 - **Plan Type:** DC - **Total Participants:** 89,789 - **Total Assets:** $18.1B ## 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:** Yes ## Plan Financials by Year | Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.| | 2024|89,789|$18.1B|$1.2B|$0| | 2023|86,141|$15.8B|$1.1B|$0| | 2022|84,425|$13.8B|$1.1B|$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| | NATIONAL ELECTRICAL BENEFIT FUND|AFFILIATED BENEFIT FUND|$5,852,248|—|$5,852,248| | RBC GLOBAL ASSET MANAGEMENT|NONE|$3,855,490|—|$3,855,490| | PACIFIC INVESTMENT MANAGEMENT CO LL|NONE|$2,959,055|—|$2,959,055| | MACKAY SHIELDS|NONE|$2,545,845|—|$2,545,845| | CHEVY CHASE TRUST|NONE|$2,171,313|—|$2,171,313| | ULLICO|NONE|$1,801,710|—|$1,801,710| | LORD ABBETT & CO|NONE|$1,290,298|—|$1,290,298| | NATIONAL REAL ESTATE ADVISORS|SUBSIDIARY OF AFFILIATED|$1,154,408|—|$1,154,408| | BANK OF NEW YORK MELLON|NONE|$1,081,250|—|$1,081,250| | PGIM|NONE|$1,071,530|—|$1,071,530| | NEWTOWER TRUST COMPANY|NONE|$1,032,702|—|$1,032,702| | BLACKROCK FINANCIAL MANAGEMENT|NONE|$1,004,832|—|$1,004,832| | LAZARD ASSET MANAGEMENT LLC|NONE|$771,958|—|$771,958| | T ROWE PRICE|NONE|$731,937|—|$731,937| | PAYDEN & RYGEL|NONE|$493,482|—|$493,482| | MELLON INVESTMENTS CORP|NONE|$299,622|—|$299,622| | PRINCIPAL GLOBAL INVESTORS|NONE|$276,778|—|$276,778| | MOSAIC|NONE|$267,099|—|$267,099| | POTTS-DUPRE, HAWKINS & KRAMER, CHAR|NONE|$186,117|—|$186,117| | SEGAL MARCO ADVISORS|NONE|$166,402|—|$166,402| | WITHUMSMITH+BROWN, PC|NONE|$155,110|—|$155,110| | NOVAK FRANCELLA, LLC|NONE|$47,048|—|$47,048| | LEGACY PROFESSIONALS, LLP|NONE|$45,230|—|$45,230| | KELLY PRESS|NONE|$31,376|—|$31,376| | FRANK C. BLACKBURN, M.D., LLC|NONE|$25,050|—|$25,050| | ASHER, GITTLER & D'ALBA, LTD.|NONE|$23,177|—|$23,177| | MADDIN HAUSER ROTH & HELLER PC|NONE|$14,817|—|$14,817| | AMERICANEAGLE.COM|NONE|$13,013|—|$13,013| | JILL BROOKS|NONE|$5,325|—|$5,325| | ALLEN BATES TECHNOLOGIES INC|NONE|$5,060|—|$5,060| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [RBC GLOBAL ASSET MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — NONE - [MACKAY SHIELDS](https://planprovider.pro/provider/john-hancock) — NONE - [PGIM](https://planprovider.pro/provider/alight-solutions) — NONE - [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE - [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE - [LEGACY PROFESSIONALS, LLP](https://planprovider.pro/provider/legacy-professionals-llp) — NONE ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $29,379,282 - **Estimated Expense Ratio:** 0.163% 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|$30,219,023|$21,627,363|$5,852,248|$115,441|—| | 2023|$25,228,080|$16,927,598|$5,652,117|$212,804|—| | 2022|$25,135,392|$16,736,588|$5,333,783|—|$1,619,294| ## Similar Plans - [Trustees Of The National Electrical 401(K) Plan](https://planprovider.pro/companies/trustees-of-the-national-electrical-401-k-plan-401k-plan) — 30,102 participants - [Bd Of Trustees For Electrical Wkrs Loc No. 26 Individual Account Fund](https://planprovider.pro/companies/bd-of-trustees-for-electrical-wkrs-loc-no-26-individual-account-fund-plan) — 12,273 participants - [Electrical Workers Local No 26 Pension Trust Fund](https://planprovider.pro/companies/electrical-workers-local-no-26-pension-trust-fund-plan) — 8,612 participants - [Rommel Companies](https://planprovider.pro/companies/rommel-companies-401-k-plan-401k-plan) — 362 participants - [Trustees Of The National Electrical Benefit Fund](https://planprovider.pro/companies/trustees-of-the-national-electrical-benefit-fund-plan) — 343,794 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-national-electrical-annuity-plan-plan) © 2026 PlanProvider.Pro