Plan Snapshot
- Plan Sponsor: Trustees Of Wisconsin Neca-Ibew
- Sponsor EIN: 391571911
- Sponsor Address: 2730 DAIRY DRIVE, MADISON, WI, 53718
- Plan Type: DC
- Total Participants: 2,796
- Total Assets: $715.2M
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 | 2,796 | $715.2M | $29.4M | $1.1M |
| 2023 | 2,442 | $635.9M | $26.7M | $992,930 |
| 2022 | 2,214 | $541.8M | $23.2M | $675,961 |
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 | $31,967 | — | $31,967 |
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: $31,967
- Estimated Expense Ratio: 0.004% 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 | $305,867 | $21,750 | $94,050 | $31,967 | — |
| 2023 | $437,423 | $29,000 | $85,416 | $26,012 | — |
| 2022 | $457,971 | $29,000 | $218,259 | — | $161,223 |