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
- 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. |
|---|---|---|---|---|
| 2025 | 1,524 | $559.3M | $0 | $0 |
| 2024 | 1,858 | $548.3M | $0 | $0 |
| 2023 | 1,559 | $492.3M | $0 | $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 | $62,788 | — | $62,788 |
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: $62,788
- Estimated Expense Ratio: 0.011% 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 |
|---|---|---|---|---|---|
| 2025 | $3,056,356 | $1,962,707 | $14,400 | $62,788 | — |
| 2024 | $2,719,738 | $1,800,826 | $14,400 | $57,221 | — |
| 2023 | $2,960,203 | $2,092,569 | $14,400 | — | $62,283 |