# International Assoc Of Heat And Frost Insulators & Allied Workers DC Plan
Source: https://planprovider.pro/companies/international-assoc-of-heat-and-frost-insulators-allied-workers-341311911-001

> International Assoc Of Heat And Frost Insulators & Allied Workers's DC plan: 206 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** International Assoc Of Heat And Frost Insulators & Allied Workers

- **Sponsor EIN:** 341311911

- **Sponsor Address:** 3660 STUTZ DRIVE, SUITE 101, CANFIELD, OH, 44406

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 206

- **Total Assets:** $26.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|206|$26.2M|$2.8M|$0|

| 2023|196|$25.8M|$2.5M|$0|

| 2022|192|$25.2M|$2.3M|$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|

| PARK EDGE ADVISORS, LLC|Other Service Provider|$74,548|—|$74,548|

| TRANSAMERICA RETIREMENT SOLUTIONS|Recordkeeper|$58,438|—|$58,438|

| BENESYS, INC.|Recordkeeper|$24,879|—|$24,879|

| BARNES WENDLING CPAS|Auditor|$21,478|—|$21,478|

| FRANTZ WARD LLP|ERISA Attorney|$7,805|—|$7,805|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — Recordkeeper

- [FRANTZ WARD LLP](https://planprovider.pro/provider/frantz-ward-llp) — ERISA Attorney

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $187,148

- **Estimated Expense Ratio:** 0.713% 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|$405,359|$74,548|$24,879|$21,478|—|

| 2023|$266,103|$75,134|$25,734|$19,600|—|

| 2022|$231,342|$70,419|—|—|$47,119|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/international-assoc-of-heat-and-frost-insulators-allied-workers-341311911-001)

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