Plan Ledger DOL Form 5500 · updated monthly

Trustees of Ibew Local 613 Defined Contribution Pension PlanDC plan

IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN · ATLANTA, GA · plan year 2025

Reported admin expense ratio · 2025
0.17%

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

Trustees of Ibew Local 613 Defined Contribution Pension Plan reported $1,416,139 in plan administrative expenses for 2025: 0.17% of average plan assets, higher than ~75% of peers. Employer contributions averaged $8,779 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 fell from 0.19% to 0.17%. The plan sits in the $250M–$1B size bracket, benchmarked here against 230 comparable plans and shown alongside other construction employers. By assets it is the 49th-largest of 2,160 plans among Georgia employers on file, and the 70th of 5,337 in construction. active participation has grown from 4,358 to 5,833 since 2022.

Plan summary
Net assets, end of year$887,357,556
Participants with balances7,437
Active participants5,833
Employer contributions$51,210,371
Employee contributions—
Employer contribution per active participant$8,779
Average account balance$119,317
Benefits paid to participants$47,652,195
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$887.4M · 7,437 accts · $51.2M emplr
2024$752.1M · 6,921 accts · $43.5M emplr
2023$670.6M · 6,564 accts · $34.1M emplr
2022$582.2M · 6,248 accts · $29.1M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$512,183
Investment management$746,348
Audit (IQPA)$18,000
Total administrative$1,416,139
Employer contributions to the Trustees of Ibew Local 613 Defined Contribution Pension Plan plan · 2025
Employer contribution per active participant$8,779
Median for plans this size$4,295
2025$8,779 per active participant
2024$8,473 per active participant
2023$7,293 per active participant
2022$6,670 per active participant

Trustees of Ibew Local 613 Defined Contribution Pension Plan's 2025 employer contribution ran above the $4,295 median for plans its size, placing it in the top quarter of its peers. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20258
VANGUARD GROUP INC · Recordkeeping$370,935
LEGACY PROFESSIONALS LLP · Accounting / audit · Recordkeeping$51,469
VANGUARD ADVISERS INC · Investment advisory (participants)$692,348
NATIONAL EMPLOYEE BENEFITS ADMIN · Contract administrator · Other services$107,779
GORDON LAW LLC · Legal · Other services$72,558
INVESTMENT PERFORMANCE SERVICES · Investment advisory (plan)$54,000
BHA CONSULTING SERVICES LLC · Pension consulting$11,088
BRENTWOOD ASSET ADVISORS INC · Pension consulting$5,000

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

Recordkeeper by year3
2025LEGACY PROFESSIONALS LLP, Vanguard
2024LEGACY PROFESSIONALS LLP, Vanguard
2023LEGACY PROFESSIONALS LLP, Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$1,416,139 · 0.17%
2024$1,303,875 · 0.18%
2023$1,250,280 · 0.20%
2022$1,232,469 · 0.19%
Similar plansConstruction · Georgia
Pultegroup, Inc. GA$1.3B · 0.05%
Mastec, Inc. FL$917.6M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581577291 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.