Plan Snapshot
- Plan Sponsor: I.U.O.E. Local 132 Pension Fund
- Sponsor EIN: 556015364
- Sponsor Address: P. O. BOX 2626, HUNTINGTON, WV, 25726
- Plan Type: DB
- Plan Number: 001
- Total Participants: 1,524
- Total Assets: $559.3M
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 | 1,524 | $559.3M | $19.1M | $0 |
| 2023 | 1,858 | $548.3M | $23.9M | $0 |
| 2022 | 1,559 | $492.3M | $18.4M | $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 |
|---|---|---|---|---|
| ZACK'S INVESTMENT MANAGEMENT | Other Service Provider | $308,854 | — | $308,854 |
| BOSTON PARTNERS | Other Service Provider | $234,818 | — | $234,818 |
| NEW TOWER TRUST COMPANY | Other Service Provider | $232,416 | — | $232,416 |
| MANNING & NAPIER | Other Service Provider | $199,818 | — | $199,818 |
| ASB CAPITAL | Other Service Provider | $188,086 | — | $188,086 |
| JP MORGAN | Recordkeeper | $140,638 | — | $140,638 |
| UNITED NATIONAL BANK | Other Service Provider | $138,862 | — | $138,862 |
| ADAMS STREET PARTNERS, LLC | Other Service Provider | $115,018 | — | $115,018 |
| STEEL OAKS | Other Service Provider | $108,162 | — | $108,162 |
| BLACKSTONE PARTNERS | Other Service Provider | $106,220 | — | $106,220 |
| THE HARTFORD | Other Service Provider | $93,659 | — | $93,659 |
| CHARTWELL INVESTMENTS | Other Service Provider | $74,697 | — | $74,697 |
| STANDARD VALUATIONS | Other Service Provider | $72,400 | — | $72,400 |
| DEPRINCE, RACE & ZOLLO | Other Service Provider | $65,798 | — | $65,798 |
| HARRIS, HARDIN & COMPANY, A.C. | Auditor | $62,788 | — | $62,788 |
| ASSURED PARTNERS, INC | Other Service Provider | $58,837 | — | $58,837 |
| UNITED ACTUARIAL SERVICES, INC. | Other Service Provider | $51,550 | — | $51,550 |
| C. S. MCKEE ASSET MANAGEMENT | Other Service Provider | $47,537 | — | $47,537 |
| PENN CAPITAL MANAGEMENT | Other Service Provider | $28,830 | — | $28,830 |
| THE BERWYN GROUP, INC | Other Service Provider | $27,500 | — | $27,500 |
| LEDBETTER PARISI LLC | Other Service Provider | $22,602 | — | $22,602 |
| AMERICAN BENEFIT CORPORATION | Other Service Provider | $14,400 | — | $14,400 |
| BOYD WATTTERSON ASSET MGMT | Other Service Provider | $12,339 | — | $12,339 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN — Recordkeeper
- 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: $2,405,829
- Estimated Expense Ratio: 0.430% 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 | $3,056,356 | $1,962,707 | $14,400 | $62,788 | — |
| 2023 | $2,719,738 | $1,800,826 | $14,400 | $57,221 | — |
| 2022 | $2,960,203 | $2,092,569 | $14,400 | — | $62,283 |