# Trustees Of Int'L Assn Of Heat & Frost I & Asbestos Workers Local 127 DB Plan
Source: https://planprovider.pro/companies/trustees-of-int-l-assn-of-heat-frost-i-asbestos-workers-local-127-plan

> Trustees Of Int'L Assn Of Heat & Frost I & Asbestos Workers Local 127's DB plan: 115 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Int'L Assn Of Heat & Frost I & Asbestos Workers Local 127

- **Sponsor EIN:** 510167810

- **Sponsor Address:** 11270 WEST PARK PLACE SUITE 950, MILWAUKEE, WI, 532244231

- **Plan Type:** DB

- **Total Participants:** 115

- **Total Assets:** $37.1M

## 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|115|$37.1M|$0|$0|

| 2023|106|$33.8M|$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|

| SIKICH CPA LLC|Auditor|$14,035|—|$14,035|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $14,035

- **Estimated Expense Ratio:** 0.038% 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|$173,898|$42,494|$17,509|$14,035|—|

| 2023|$169,454|$40,321|$17,493|—|$90,614|

## Similar Plans

- [Scott Construction, INC.](https://planprovider.pro/companies/scott-construction-inc-401k-plan-001-9191) — 116 participants

- [Staab Construction Corporation](https://planprovider.pro/companies/staab-construction-corporation-401k-plan) — 140 participants

- [Point Of Beginning, INC.](https://planprovider.pro/companies/point-of-beginning-inc-plan) — 40 participants

- [Terra Engineering & Construction Corp.](https://planprovider.pro/companies/terra-engineering-construction-corp-401k-plan) — 34 participants

- [Terra Engineering & Construction Corp.](https://planprovider.pro/companies/terra-engineering-construction-corp-plan) — 29 participants

- [C.R. Meyer And Sons Company](https://planprovider.pro/companies/c-r-meyer-and-sons-company-401k-plan) — 265 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-int-l-assn-of-heat-frost-i-asbestos-workers-local-127-plan)

© 2026 PlanProvider.Pro