# Trustees Under Ibew 150 Supplemental Pension Fund DC Plan
Source: https://planprovider.pro/companies/trustees-under-ibew-150-supplemental-pension-fund-plan

> Trustees Under Ibew 150 Supplemental Pension Fund's DC plan: 1,368 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Under Ibew 150 Supplemental Pension Fund

- **Sponsor EIN:** 364446184

- **Sponsor Address:** 230 LEXINGTON GREEN CIRCLE, LEXINGTON, KY, 405033337

- **Plan Type:** DC

- **Total Participants:** 1,368

- **Total Assets:** $279.4M

## 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|1,368|$279.4M|$0|$0|

| 2023|1,293|$247.6M|$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|$18,587|—|$18,587|

### 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:** $18,587

- **Estimated Expense Ratio:** 0.007% 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|$229,185|$59,000|$36,346|$18,587|—|

| 2023|$210,051|$62,000|$34,726|—|$62,531|

## Similar Plans

- [Trustees Under Ibew Local 150 Pension Fund](https://planprovider.pro/companies/trustees-under-ibew-local-150-pension-fund-plan) — 677 participants

- [Bob And Don LLC](https://planprovider.pro/companies/bob-and-don-llc-401k-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-under-ibew-150-supplemental-pension-fund-plan)

© 2026 PlanProvider.Pro