# Trustees -Operating Engineers Local 139 Defined Contribution Annuity F DC Plan
Source: https://planprovider.pro/companies/trustees-operating-engineers-local-139-defined-contribution-annuity-f-plan

> Trustees -Operating Engineers Local 139 Defined Contribution Annuity F's DC plan: 9,375 participants, plan year 2025 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Trustees -Operating Engineers Local 139 Defined Contribution Annuity F

- **Sponsor EIN:** 866489984

- **Sponsor Address:** PO BOX 160, PEWAUKEE, WI, 530720130

- **Plan Type:** DC

- **Total Participants:** 9,375

- **Total Assets:** $59.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2025|9,375|$59.7M|$0|$0|

| 2024|8,450|$34.1M|$0|$0|

| 2023|6,242|$14.0M|$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|$11,000|—|$11,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/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:** $11,000

- **Estimated Expense Ratio:** 0.018% 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|$537,242|$3,000|$497,202|$11,000|—|

| 2024|$502,912|$3,000|$478,220|$9,500|—|

| 2023|$356,772|$3,000|$334,737|—|$13,762|

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