Plan Snapshot
- Plan Sponsor: Trustees - Insulators Local Union Number 112 Pension Trust Fund
- Sponsor EIN: 720626673
- Sponsor Address: 5432 BROAD STREET, LAKE CHARLES, LA, 70615
- Plan Type: DB
- Total Participants: 0
- Total Assets: $214,595
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 | 0 | $214,595 | $0 | $0 |
| 2023 | 0 | $240,943 | $0 | $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 |
|---|---|---|---|---|
| NEEDLES & ASSOCIATES, LLC | Auditor | $14,333 | — | $14,333 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEEDLES & ASSOCIATES, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,333
- Estimated Expense Ratio: 6.679% 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 | $650,677 | — | $90,773 | $14,333 | — |
| 2023 | $471,627 | — | $85,753 | — | $32,831 |