# Board Of Trustees - Heat & Frost Insulators Local No. 67 Annuity DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-heat-frost-insulators-local-no-67-annuity-plan

> Board Of Trustees - Heat & Frost Insulators Local No. 67 Annuity's DC plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees - Heat & Frost Insulators Local No. 67 Annuity

- **Sponsor EIN:** 526117921

- **Sponsor Address:** P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449

- **Plan Type:** DC

- **Total Participants:** 5

- **Total Assets:** $4.8M

## 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|5|$4.8M|$14,702|$0|

| 2023|23|$4.5M|$27,054|$0|

| 2022|34|$4.5M|$48,356|$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|

| DANIELS, IRWIN & AYLOR|Auditor|$10,950|—|$10,950|

### Verified Provider Profiles

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

- [DANIELS, IRWIN & AYLOR](https://planprovider.pro/provider/daniels-irwin-and-aylor) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,950

- **Estimated Expense Ratio:** 0.226% 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|$37,679|—|$19,800|$10,950|—|

| 2023|$38,053|—|$19,800|$10,250|—|

| 2022|$43,950|—|$19,800|—|$15,111|

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