# Board Of Trustees Of Local 49 Heat And Frost Insulators Retirement Pl DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-local-49-heat-and-frost-insulators-retirement-pl-plan

> Board Of Trustees Of Local 49 Heat And Frost Insulators Retirement Pl's DC plan: 116 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Local 49 Heat And Frost Insulators Retirement Pl

- **Sponsor EIN:** 823088747

- **Sponsor Address:** 2002 LONDON ROAD, SUITE 300, DULUTH, MN, 55812

- **Plan Type:** DC

- **Total Participants:** 116

- **Total Assets:** $17.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|116|$17.4M|$892,395|$5,791|

| 2023|125|$16.1M|$1.2M|$1,146|

| 2022|128|$15.0M|$1.7M|$5,247|

## 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|

| BAUMAN ASSOCIATES, LTD|Auditor|$11,620|—|$11,620|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,620

- **Estimated Expense Ratio:** 0.067% 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|$142,652|$10,000|$105,139|$11,620|—|

| 2023|$145,880|$7,068|$106,394|$10,960|—|

| 2022|$1,675,296|—|$116,288|—|—|

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