# Asbestos Workers Local 8 Retirement Trust Plan DB Plan
Source: https://planprovider.pro/companies/asbestos-workers-local-8-retirement-trust-plan-316131266-001

> Asbestos Workers Local 8 Retirement Trust Plan's DB plan: 144 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Asbestos Workers Local 8 Retirement Trust Plan

- **Sponsor EIN:** 316131266

- **Sponsor Address:** 230 LEXINGTON GREEN CIRCLE, LEXINGTON, KY, 40503

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 144

- **Total Assets:** $18.6M

## 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:** No

## Plan Financials by Year

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

| 2024|144|$18.6M|$2.7M|$0|

| 2023|129|$20.5M|$2.2M|$0|

| 2022|135|$21.8M|$2.4M|$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|

| SHUMAKER LOOP & KENDRICK LLP|Other Service Provider|$45,000|—|$45,000|

| CRS INC|Other Service Provider|$40,050|—|$40,050|

| MARINER|Other Service Provider|$31,500|—|$31,500|

| JOHNSON & KROL LLC|Other Service Provider|$21,797|—|$21,797|

| UMR|Other Service Provider|$19,653|—|$19,653|

| FRANK N HESTAND CPA PSC|Auditor|$9,000|—|$9,000|

| ASB CAPITAL MANAGEMENT|Other Service Provider|$6,616|—|$6,616|

| HERZFELD SUETHOLZ GASTEL LENISKI|Other Service Provider|$5,260|—|$5,260|

### Verified Provider Profiles

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

- [FRANK N HESTAND CPA PSC](https://planprovider.pro/provider/frank-n-hestand-cpa-psc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $178,876

- **Estimated Expense Ratio:** 0.961% 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|$238,253|$41,107|$19,653|$9,000|—|

| 2023|$205,626|$47,092|$18,999|$12,000|—|

| 2022|$223,321|$44,352|$19,735|—|$103,339|

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