Plan Snapshot
- Plan Sponsor: Trustees Of Int'L Assn Of Heat And Frost Insulators Loc 17 Annuity Fd
- Sponsor EIN: 366754873
- Sponsor Address: 18520 SPRING CREEK DRIVE, TINLEY PARK, IL, 60477
- Plan Type: DC
- Total Participants: 1,163
- Total Assets: $215.7M
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 | 1,163 | $215.7M | $12.0M | $1.7M |
| 2023 | 1,188 | $193.9M | $10.6M | $1.7M |
| 2022 | 1,187 | $172.6M | $8.4M | $1.8M |
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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | $29,930 | — | $29,930 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,930
- Estimated Expense Ratio: 0.014% 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 | $1,034,326 | $752,062 | — | $29,930 | — |
| 2023 | $1,006,213 | $776,810 | — | $31,386 | — |
| 2022 | $983,235 | $717,050 | — | — | $129,369 |