Plan Ledger DOL Form 5500 · updated monthly

Electrical Construction Industry Annuity Plan Board of Trustees401(k)

ELECTRICAL CONSTRUCTION INDUSTRY ANNUITY PLAN · WAUWATOSA, WI · plan year 2024

Reported admin expense ratio · 2024
0.14%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Electrical Construction Industry Annuity Plan Board of Trustees reported $539,576 in plan administrative expenses for 2024: 0.14% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,451 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.138%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other construction employers. By assets it is the 77th-largest of 1,936 plans among Wisconsin employers on file, and the 174th of 5,337 in construction. In 2024, the employer put in $1.94 for every $1.00 employees contributed themselves; active participation has grown from 3,308 to 3,812 since 2022.

Plan summary
Net assets, end of year$403,366,707
Participants with balances5,280
Active participants3,812
Employer contributions$9,341,664
Employee contributions$4,811,647
Employer contribution per active participant$2,451
Average account balance$76,395
Benefits paid to participants$20,070,749
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$403.4M · 5,280 accts · $9.3M emplr
2023$376.2M · 4,894 accts · $8.5M emplr
2022$321.7M · 4,570 accts · $8.0M emplr
Administrative expenses, itemized · 2024
Investment management$35,625
Audit (IQPA)$42,325
Total administrative$539,576
The Electrical Construction Industry Annuity Plan Board of Trustees 401(k) match · 2024
Employer contribution per active participant$2,451
Median for plans this size$4,294
2024$2,451 per active participant
2023$2,407 per active participant
2022$2,412 per active participant

Electrical Construction Industry Annuity Plan Board of Trustees's 2024 employer contribution ran below the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
NECA MILW. CH. · Trustee (discretionary)$210,251
ELEC. CONST. PEN. PLAN · Trustee (discretionary)$204,893
REINHART ET AL · Insurance broker$69,417
REILLY ET AL CPA · Accounting / audit$42,325
STRATEGIC CAPITAL INVESTMENT ADV. · Investment advisory (plan)$35,625

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$539,576 · 0.14%
2023$486,539 · 0.14%
2022$450,041 · 0.14%
Similar plansConstruction · Wisconsin
Board of Trustees WI$476.7M · 0.24%
Ibew Local Union 14 WI$337.4M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391711748 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.