# Asbestos Workers Local 84 Annuity Plan DC Plan
Source: https://planprovider.pro/companies/asbestos-workers-local-84-annuity-plan-plan

> Asbestos Workers Local 84 Annuity Plan's DC plan: 109 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 84 Annuity Plan

- **Sponsor EIN:** 341540318

- **Sponsor Address:** 7440 WOODLAND DRIVE, INDIANAPOLIS, IN, 46278

- **Plan Type:** DC

- **Total Participants:** 109

- **Total Assets:** $13.0M

## 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|109|$13.0M|$1.1M|$0|

| 2023|132|$11.9M|$1.4M|$0|

| 2022|144|$9.6M|$1.3M|$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|

| JOHN HANCOCK RETIREMENT SERVICES|INVESTMENT CUSTODIAN|$30,916|—|$30,916|

| HEALTHSCOPE BENEFITS, INC.|THIRD PARTY ADMINISTRATOR|$13,212|—|$13,212|

| UBS FINANCIAL SERVICES, INC.|INVESTMENT CONSULTANT|$12,000|—|$12,000|

| YURCHYK & DAVIS CPA'S, INC.|AUDITOR|$8,900|—|$8,900|

| MACALA & PIATT, LLC|ATTORNEY|$6,953|—|$6,953|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $71,981

- **Estimated Expense Ratio:** 0.552% 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|$170,765|$12,000|$13,212|$8,900|—|

| 2023|$207,097|$48,650|$14,277|$8,900|—|

| 2022|$190,340|$33,563|$15,282|—|$27,250|

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