# International Association Of Heat,Frost Insulators & Allied Workers Lu DB Plan
Source: https://planprovider.pro/companies/international-association-of-heat-frost-insulators-allied-workers-lu-plan

> International Association Of Heat,Frost Insulators & Allied Workers Lu's DB plan: 66 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** International Association Of Heat,Frost Insulators & Allied Workers Lu

- **Sponsor EIN:** 136376169

- **Sponsor Address:** ONE HUDSON CITY CENTRE SUITE 203, HUDSON, NY, 12534

- **Plan Type:** DB

- **Total Participants:** 66

- **Total Assets:** $36.9M

## 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|66|$36.9M|$2.1M|$0|

| 2023|67|$34.5M|$1.7M|$0|

| 2022|64|$32.2M|$1.4M|$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|

| BERARD & ASSOCIATES CPAS P.C.|Auditor|$11,100|—|$11,100|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,100

- **Estimated Expense Ratio:** 0.030% 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|$270,501|$113,571|$54,768|$11,100|—|

| 2023|$269,214|$105,855|$67,536|$11,114|—|

| 2022|$267,268|$106,807|$67,536|—|$67,100|

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