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
- 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. |
|---|---|---|---|---|
| 2025 | 2,166 | $724.8M | $0 | $0 |
| 2024 | 2,204 | $677.8M | $0 | $0 |
| 2023 | 2,263 | $615.6M | $0 | $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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | Auditor | $39,600 | — | $39,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $39,600
- Estimated Expense Ratio: 0.005% 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 |
|---|---|---|---|---|---|
| 2025 | $1,198,241 | $523,441 | $190,200 | $39,600 | — |
| 2024 | $1,275,937 | $559,497 | $190,200 | $61,988 | — |
| 2023 | $1,264,227 | $661,549 | $190,200 | — | $333,157 |