# Board Of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-heat-frost-insulators-loc-no-33-annuity-fund-plan

> Board Of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund's DC plan: 248 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund

- **Sponsor EIN:** 061172679

- **Sponsor Address:** 618 SOUTH COLONY ROAD, WALLINGFORD, CT, 064925154

- **Plan Type:** DC

- **Total Participants:** 248

- **Total Assets:** $14.1M

## 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:** Yes

## Plan Financials by Year

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

| 2024|248|$14.1M|$1.2M|$0|

| 2023|241|$12.0M|$920,281|$0|

| 2022|243|$10.0M|$993,358|$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|$19,275|—|$19,275|

### 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:** $19,275

- **Estimated Expense Ratio:** 0.137% 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|$176,631|$10,269|—|$19,275|—|

| 2023|$153,444|$10,880|—|$20,760|—|

| 2022|$158,556|$10,563|—|—|$35,929|

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