Plan Snapshot
- Plan Sponsor: I.U.O.E. #132 Apprenticeship Fund
- Sponsor EIN: 550523152
- Sponsor Address: P. O. BOX 2626, HUNTINGTON, WV, 25726
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,391
- Total Assets: $44.0M
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 | 2,391 | $44.0M | $1.8M | $0 |
| 2023 | 3,302 | $41.7M | $2.6M | $0 |
| 2022 | 2,564 | $35.6M | $2.0M | $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 |
|---|---|---|---|---|
| HARRIS, HARDIN & COMPANY, A.C. | Auditor | $53,413 | — | $53,413 |
| STEEL OAKS INVESTMENT ADVISORS | Other Service Provider | $19,026 | — | $19,026 |
| STANDARD VALUATIONS, INC. | Other Service Provider | $14,000 | — | $14,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARRIS, HARDIN & COMPANY, A.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,439
- Estimated Expense Ratio: 0.196% 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 | $1,958,583 | $46,109 | — | $53,413 | — |
| 2023 | $2,195,150 | $49,980 | — | — | — |
| 2022 | $2,086,843 | $43,929 | — | — | $26,721 |