Plan Snapshot
- Plan Sponsor: Heat & Frost Insulators And Allied
- Sponsor EIN: 311028544
- Sponsor Address: 7440 WOODLAND DRIVE, INDIANAPOLIS, IN, 46278
- Plan Type: DC
- Total Participants: 557
- Total Assets: $14.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 557 | $14.1M | $1.8M | $0 |
| 2023 | 490 | $11.8M | $1.3M | $0 |
| 2022 | 665 | $10.1M | $1.1M | $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 |
|---|---|---|---|---|
| TIC | NONE | $38,230 | — | $38,230 |
| LEDBETTER PARISI LLC | NONE | $30,310 | — | $30,310 |
| WELLS FARGO ADVISORS | NONE | $23,271 | — | $23,271 |
| CLARK, SCHAEFER, HACKETT & CO. | NONE | $13,680 | — | $13,680 |
| SEGAL INSURANCE | NONE | $8,580 | — | $8,580 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,071
- Estimated Expense Ratio: 0.810% 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 | $122,891 | $23,271 | $38,230 | $13,680 | — |
| 2023 | $93,930 | $28,657 | $23,413 | — | — |
| 2022 | $89,264 | $14,054 | $40,932 | — | $27,736 |