Plan Snapshot
- Plan Sponsor: International Association Of Heat & Frost Insulators & Allied
- Sponsor EIN: 630732852
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: DC
- Total Participants: 176
- Total Assets: $39.8M
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 | 176 | $39.8M | $1.7M | $0 |
| 2023 | 177 | $36.6M | $1.6M | $0 |
| 2022 | 183 | $35.3M | $2.0M | $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 |
|---|---|---|---|---|
| HIGHLAND CAPITAL MANAGEMENT | Other Service Provider | $106,927 | $1,254 | $108,181 |
| ULLICO | Other Service Provider | $43,386 | — | $43,386 |
| BOYD WATTERSON ASSET MANAGEMENT | Other Service Provider | — | $37,900 | $37,900 |
| REYNOLDS CONSULTING SERVICES, LLC | Other Service Provider | $36,400 | — | $36,400 |
| SOUTHERN BENEFIT ADMINISTRATORS | Other Service Provider | $28,345 | — | $28,345 |
| AMALGAMATED BANK | Other Service Provider | $23,431 | $473 | $23,904 |
| DANIELS, IRWIN & AYLOR | Auditor | $19,050 | — | $19,050 |
| NEWTOWER TRUST | Other Service Provider | — | $15,637 | $15,637 |
| CCA BLACK, LP | Other Service Provider | $6,858 | $7,864 | $14,722 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIELS, IRWIN & AYLOR — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $327,525
- Estimated Expense Ratio: 0.822% 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 | $281,976 | $217,003 | $24,900 | $19,050 | — |
| 2023 | $246,678 | $183,231 | $24,900 | $21,225 | — |
| 2022 | $268,177 | $204,384 | $24,900 | — | $26,318 |