# Board Of Trustees-Asbestos Workers Local 18 Resa Trust Fund 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-asbestos-workers-local-18-resa-trust-fund-351906643-501

> Board Of Trustees-Asbestos Workers Local 18 Resa Trust Fund's 401(k) plan: 657 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees-Asbestos Workers Local 18 Resa Trust Fund

- **Sponsor EIN:** 351906643

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

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 657

- **Total Assets:** $5.5M

## 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|657|$5.5M|$1.3M|$0|

| 2023|399|$4.9M|$812,503|$0|

| 2022|599|$4.5M|$603,408|$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|

| HEALTHSCOPE BENEFITS|Other Service Provider|$29,203|—|$29,203|

| 853 WEALTH MANAGEMENT|Other Service Provider|$23,102|—|$23,102|

| LEDBETTER PARTNERS, LLC|Other Service Provider|$17,075|—|$17,075|

| L.M. HENDERSON & COMPANY, LLP|Other Service Provider|$13,225|—|$13,225|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $82,605

- **Estimated Expense Ratio:** 1.500% 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|$105,229|$23,102|$29,203|$13,225|—|

| 2023|$64,294|$10,085|—|—|—|

| 2022|$60,689|$8,296|—|—|$22,187|

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