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
- 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. |
|---|---|---|---|---|
| 2025 | 206 | $26.2M | $0 | $0 |
| 2024 | 196 | $25.8M | $0 | $0 |
| 2023 | 192 | $25.2M | $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 |
|---|---|---|---|---|
| YURCHYK & DAVIS CPA'S, INC. | Auditor | $21,478 | — | $21,478 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,478
- Estimated Expense Ratio: 0.082% 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 | $405,359 | $74,548 | $24,879 | $21,478 | — |
| 2024 | $266,103 | $75,134 | $25,734 | $19,600 | — |
| 2023 | $231,342 | $70,419 | — | — | $47,119 |