Plan Snapshot
- Plan Sponsor: Bd Of Trustees-Heat & Frost Insulators And Allied Workers Local 6 Annu
- Sponsor EIN: 046590962
- Sponsor Address: 1 BATTERYMARCH PARK, SUITE 317, QUINCY, MA, 021697471
- Plan Type: DC
- Total Participants: 1,046
- Total Assets: $151.3M
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 | 1,046 | $151.3M | $10.3M | $0 |
| 2023 | 1,015 | $132.9M | $10.4M | $0 |
| 2022 | 1,052 | $111.9M | $9.9M | $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 |
|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | Auditor | $19,850 | — | $19,850 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,850
- Estimated Expense Ratio: 0.013% 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 | $288,993 | $50,000 | $104,745 | $19,850 | — |
| 2023 | $285,023 | $50,000 | $118,732 | $20,483 | — |
| 2022 | $262,719 | $50,000 | $25,480 | — | $71,887 |