# Bd Of Trustees-Heat & Frost Insulators And Allied Workers Local 6 Pen DB Plan
Source: https://planprovider.pro/companies/bd-of-trustees-heat-frost-insulators-and-allied-workers-local-6-pen-plan

> Bd Of Trustees-Heat & Frost Insulators And Allied Workers Local 6 Pen's DB plan: 597 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees-Heat & Frost Insulators And Allied Workers Local 6 Pen

- **Sponsor EIN:** 516135057

- **Sponsor Address:** 1 BATTERYMARCH PARK, SUITE 317, QUINCY, MA, 021697471

- **Plan Type:** DB

- **Total Participants:** 597

- **Total Assets:** $166.3M

## 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|597|$166.3M|$9.9M|$0|

| 2023|570|$153.8M|$9.1M|$0|

| 2022|564|$139.9M|$8.7M|$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|$17,450|—|$17,450|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,450

- **Estimated Expense Ratio:** 0.010% 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|$1,048,645|$567,777|$88,821|$17,450|—|

| 2023|$1,076,680|$690,023|$88,828|$17,469|—|

| 2022|$1,016,056|$669,806|$88,800|—|$174,696|

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