# Intl. Assoc. Of Heat,Frost Insul. Allied Workers Lu DC Plan
Source: https://planprovider.pro/companies/intl-assoc-of-heat-frost-insul-allied-workers-lu-plan

> Intl. Assoc. Of Heat,Frost Insul. Allied Workers Lu's DC plan: 110 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Postler & Jaeckle Corp.](https://planprovider.pro/companies/postler-jaeckle-corp-401k-plan) — 122 participants

- [Par Plumbing Co., INC.](https://planprovider.pro/companies/par-plumbing-co-inc-401k-plan) — 97 participants

- [Board Of Trustees, Iuoe Local 295 & 295c Employees Annuity](https://planprovider.pro/companies/board-of-trustees-iuoe-local-295-295c-employees-annuity-plan-plan) — 124 participants

- [Mazza Mechanical Services, INC.](https://planprovider.pro/companies/mazza-mechanical-services-inc-plan) — 94 participants

- [Donnelly Mechanical Corp.](https://planprovider.pro/companies/donnelly-mechanical-corp-plan-003) — 131 participants

- [Appolo Heating, INC.](https://planprovider.pro/companies/appolo-heating-inc-401k-plan) — 84 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/intl-assoc-of-heat-frost-insul-allied-workers-lu-plan)

© 2026 PlanProvider.Pro