Plan Snapshot
- Plan Sponsor: I.U.O.E. #132 Annuity & Savings Fd
- Sponsor EIN: 550712315
- Sponsor Address: P. O. BOX 2626, HUNTINGTON, WV, 257262626
- Plan Type: DC
- Plan Number: 001
- Total Participants: 6,113
- Total Assets: $105.2M
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 | 6,113 | $105.2M | $6.9M | $0 |
| 2023 | 8,277 | $100.2M | $11.3M | $0 |
| 2022 | 7,765 | $85.9M | $6.9M | $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 |
|---|---|---|---|---|
| EMPOWER | Other Service Provider | $472,393 | — | $472,393 |
| STANDARD VALUATIONS | Other Service Provider | $26,000 | — | $26,000 |
| LEDBETTER PARISI LLC | Other Service Provider | $19,023 | — | $19,023 |
| HARRIS, HARDIN & COMPANY, A.C. | Auditor | $15,519 | — | $15,519 |
| JOHN HANCOCK RETIREMENT SERVICES | Recordkeeper | $10,976 | — | $10,976 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARRIS, HARDIN & COMPANY, A.C. — Auditor
- JOHN HANCOCK RETIREMENT SERVICES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $543,911
- Estimated Expense Ratio: 0.517% 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 | $522,677 | $26,000 | $483,369 | $15,519 | — |
| 2023 | $487,442 | $26,000 | $462,251 | $17,797 | — |
| 2022 | $507,439 | $24,500 | $409,902 | — | $30,742 |