# I.U.O.E. #132 Apprenticeship Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/i-u-o-e-132-apprenticeship-fund-550523152-501

> I.U.O.E. #132 Apprenticeship Fund's Health & Welfare plan: 2,391 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 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.](https://planprovider.pro/provider/harris-hardin-and-company-ac) — 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|

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