# Heat & Frost Insulators And Allied DC Plan
Source: https://planprovider.pro/companies/heat-frost-insulators-and-allied-plan

> Heat & Frost Insulators And Allied's DC plan: 557 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 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|

## Similar Plans

- [Consolidated Fabrication & Constructors, INC.](https://planprovider.pro/companies/consolidated-fabrication-constructors-inc-401k-plan) — 494 participants

- [Adkev, INC.](https://planprovider.pro/companies/adkev-inc-401k-plan) — 353 participants

- [Custom Concrete Co., INC](https://planprovider.pro/companies/custom-concrete-co-inc-401k-plan) — 338 participants

- [Gene B. Glick Company, INC.](https://planprovider.pro/companies/gene-b-glick-company-inc-401k-plan) — 782 participants

- [Dan Cristiani Excavating Co., INC.](https://planprovider.pro/companies/dan-cristiani-excavating-co-inc-401k-plan) — 242 participants

- [Board Of Trustees Bricklayers Union Local No. 6 Of Indiana Pension Fun](https://planprovider.pro/companies/board-of-trustees-bricklayers-union-local-no-6-of-indiana-pension-fun-plan) — 236 participants

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

© 2026 PlanProvider.Pro