# Board Of Trustees-Local 18 Int'L Heat & Frost Insulators DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-18-int-l-heat-frost-insulators-351843702-001

> Board Of Trustees-Local 18 Int'L Heat & Frost Insulators's DC plan: 676 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees-Local 18 Int'L Heat & Frost Insulators

- **Sponsor EIN:** 351843702

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

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 676

- **Total Assets:** $63.2M

## 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|676|$63.2M|$4.2M|$0|

| 2023|635|$55.7M|$2.9M|$0|

| 2022|599|$46.8M|$2.1M|$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|

| ZACKS INVESTMENT MANAGEMENT|Other Service Provider|$55,903|—|$55,903|

| CUMBERLAND ADVISORS|Other Service Provider|$33,316|—|$33,316|

| JENNISON ASSOCIATES, LLC|Other Service Provider|$30,992|—|$30,992|

| WELLS FARGO CLEARING SERVICES|Other Service Provider|$30,000|—|$30,000|

| KAYNE ANDERSON RUDNICK|Other Service Provider|$20,191|—|$20,191|

| BRANDES INVESTMENT PARTNERS|Other Service Provider|$20,016|—|$20,016|

| HEALTHSCOPE BENEFITS|Other Service Provider|$16,662|—|$16,662|

| LEDBETTER PARTNERS, LLC|Other Service Provider|$15,815|—|$15,815|

| L.M. HENDERSON & COMPANY, LLP|Other Service Provider|$13,458|—|$13,458|

| DORSEY WRIGHT & ASSOCIATES|Other Service Provider|$10,061|—|$10,061|

| CAPITAL GROUP INTERNATIONAL|Other Service Provider|$7,103|—|$7,103|

| COHEN & STEERS CAPITAL MANAGEMENT|Other Service Provider|$6,346|—|$6,346|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $259,863

- **Estimated Expense Ratio:** 0.411% 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|$307,001|$225,045|$20,012|$13,458|—|

| 2023|$280,529|$192,120|$19,549|—|—|

| 2022|$290,317|$216,466|$20,053|—|$27,012|

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