# I.U.O.E. #132 Annuity & Savings Fd DC Plan
Source: https://planprovider.pro/companies/i-u-o-e-132-annuity-savings-fd-550712315-001

> I.U.O.E. #132 Annuity & Savings Fd's DC plan: 6,113 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/harris-hardin-and-company-ac) — Auditor

- [JOHN HANCOCK RETIREMENT SERVICES](https://planprovider.pro/provider/john-hancock) — 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|

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