# Heat & Frost Insulators & Allied Workers Local Union 10 DB Plan
Source: https://planprovider.pro/companies/heat-frost-insulators-allied-workers-local-union-10-plan

> Heat & Frost Insulators & Allied Workers Local Union 10's DB plan: 21 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [LITTLE SHANNEYFELT MARSHALL & CO](https://planprovider.pro/provider/little-shaneyfelt-marshall-and-co) — NONE

## 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|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/heat-frost-insulators-allied-workers-local-union-10-plan)

© 2026 PlanProvider.Pro