Plan Snapshot
- Plan Sponsor: Heat & Frost Insulators & Allied Workers Local Union 10
- Sponsor EIN: 716093109
- Sponsor Address: P.O. BOX 295, ATKINS, AR, 72823
- Plan Type: DB
- Total Participants: 21
- Total Assets: $4.9M
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 | 21 | $4.9M | $263,440 | $0 |
| 2023 | 21 | $4.4M | $232,996 | $0 |
| 2022 | 27 | $4.0M | $251,932 | $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 |
|---|---|---|---|---|
| ALLIED WORKERS LOCAL UNION 10 | PLAN SPONSOR | $38,960 | — | $38,960 |
| RAYMOND JAMES | NONE | $27,114 | — | $27,114 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | NONE | $22,624 | — | $22,624 |
| ROBEIN URRANN SPENCER PICARD AND | NONE | $16,456 | — | $16,456 |
| LITTLE SHANNEYFELT MARSHALL & CO | NONE | $14,500 | — | $14,500 |
| ELLIS, TUCKER & ALDRIDGE, LLP | NONE | $13,230 | — | $13,230 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $132,884
- Estimated Expense Ratio: 2.720% 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 | $147,954 | $49,738 | $38,960 | $14,500 | — |
| 2023 | $119,819 | $44,837 | $33,262 | $14,500 | — |
| 2022 | $138,319 | $47,577 | — | — | $39,818 |