Plan Snapshot
- Plan Sponsor: Trustees Of The Neca-Ibew Local 176 Pension Trust Fund
- Sponsor EIN: 362953263
- Sponsor Address: 1100 N E FRONTAGE ROAD, JOLIET, IL, 604312798
- Plan Type: DC
- Plan Number: 001
- Total Participants: 2,166
- Total Assets: $724.8M
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 | 2,166 | $724.8M | $27.5M | $0 |
| 2023 | 2,204 | $677.8M | $25.5M | $0 |
| 2022 | 2,263 | $615.6M | $24.8M | $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 |
|---|---|---|---|---|
| KEELEY-TETON ADVISORS | Other Service Provider | $259,553 | — | $259,553 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $190,200 | — | $190,200 |
| ARNOLD & KADJAN | Other Service Provider | $179,036 | — | $179,036 |
| ASB CAPITAL MANAGEMENT | Other Service Provider | $137,278 | — | $137,278 |
| JOHN HANCOCK RETIREMENT PLAN SERVIC | Recordkeeper | $120,865 | — | $120,865 |
| MARQUETTE & ASSOCIATES | Other Service Provider | $71,750 | — | $71,750 |
| NATIONAL INVESTMENT SERVICES, INC. | Other Service Provider | $54,860 | — | $54,860 |
| CALIBRE CPA GROUP, PLLC | Auditor | $39,600 | — | $39,600 |
| RICHARD J WOLF & CO, INC | Other Service Provider | $33,748 | — | $33,748 |
| GREENBERG TRAURIG LLP | Other Service Provider | $30,000 | — | $30,000 |
| HUNT INSURANCE AGENCY | Other Service Provider | — | $6,064 | $6,064 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SERVIC — Recordkeeper
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,122,954
- Estimated Expense Ratio: 0.155% 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 | $1,198,241 | $523,441 | $190,200 | $39,600 | — |
| 2023 | $1,275,937 | $559,497 | $190,200 | $61,988 | — |
| 2022 | $1,264,227 | $661,549 | $190,200 | — | $333,157 |