Plan Snapshot
- Plan Sponsor: International Assoc. Of Heat & Frost Insulators & Asbestos Workers No.
- Sponsor EIN: 750355302
- Sponsor Address: 8441 GULF FREEWAY, SUITE 304, HOUSTON, TX, 77017
- Plan Type: DC
- Total Participants: 64
- Total Assets: $19.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 64 | $19.7M | $556,261 | $0 |
| 2023 | 58 | $17.8M | $432,066 | $0 |
| 2022 | 75 | $15.9M | $706,678 | $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 |
|---|---|---|---|---|
| EDWARDS AND LEATHERS, P.C. | Auditor | $10,000 | — | $10,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,000
- Estimated Expense Ratio: 0.051% 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 | $144,647 | $18,000 | $31,812 | $10,000 | — |
| 2023 | $159,215 | $18,000 | $31,400 | $11,500 | — |
| 2022 | $154,745 | $18,000 | $30,000 | — | $78,457 |