Plan Snapshot
- Plan Sponsor: Intl. Assoc. Of Heat,Frost Insul. Allied Workers Lu
- Sponsor EIN: 133539002
- Sponsor Address: ONE HUDSON CITY CENTRE SUITE 203, HUDSON, NY, 12534
- Plan Type: DC
- Total Participants: 110
- Total Assets: $18.5M
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 | 110 | $18.5M | $1.1M | $0 |
| 2023 | 101 | $16.7M | $806,716 | $0 |
| 2022 | 120 | $14.7M | $614,780 | $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: 0.060% 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 | $172,918 | $51,744 | $25,878 | $11,100 | — |
| 2023 | $132,895 | $45,469 | $6,756 | $11,076 | — |
| 2022 | $130,140 | $94,427 | $6,756 | — | $20,424 |