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

> Board Of Trustees Heat & Frost Insulators Loc No. 33 Pension Fund's DB plan: 129 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 Pension Fund

- **Sponsor EIN:** 516090208

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

- **Plan Type:** DB

- **Total Participants:** 129

- **Total Assets:** $36.3M

## 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|129|$36.3M|$2.2M|$0|

| 2023|111|$34.6M|$2.1M|$0|

| 2022|119|$32.7M|$2.2M|$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|$20,825|—|$20,825|

### 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:** $20,825

- **Estimated Expense Ratio:** 0.057% 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|$378,587|$97,121|—|$20,825|—|

| 2023|$341,434|$106,338|—|$21,121|—|

| 2022|$409,183|$60,739|—|—|$153,095|

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