Heat & Frost Insulators & Allied Workers Local Union 10 retirement plan: assets, participants and fees
What Heat & Frost Insulators & Allied Workers Local Union 10's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Allied Workers Local Union 10 | Schedule C ↗ |
| Independent auditor | Little Shaneyfelt Marshall & Co. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 125 pension plans in construction with 100 to 499 participants.
| Heat & Frost Insulators & Allied Workers Local Union 10: employer contribution per participant | $2,509 | |
| Peer median | $4,603 |
| Heat & Frost Insulators & Allied Workers Local Union 10: average balance | $46,446 | |
| Peer median | $82,731 |
| Heat & Frost Insulators & Allied Workers Local Union 10: admin expenses ÷ assets | 3.19% | |
| Peer median | 0.96% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $5M at the end of plan year 2021 to $4.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 105 | $4.9M | $263K | $2,509 | 3.19% | Not published | Form 5500 ↗ |
| 2023 | 103 | $4.4M | $233K | $2,262 | 2.85% | Not published | Form 5500 ↗ |
| 2022 | 106 | $4M | $252K | $2,377 | 3.05% | Not published | Form 5500 ↗ |
| 2021 | 105 | $5M | $236K | $2,245 | 2.74% | Not published | Form 5500 ↗ |
Common questions
Does Heat & Frost Insulators & Allied Workers Local Union 10 match 401(k) contributions?
The match terms for the Heat & Frost Insulators & Allied Workers Local Union 10 Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $263K in employer contributions, about $2,509 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Heat & Frost Insulators & Allied Workers Local Union 10 401(k) match vested?
The vesting schedule for the Heat & Frost Insulators & Allied Workers Local Union 10 Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Heat & Frost Insulators & Allied Workers Local Union 10 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Allied Workers Local Union 10. The plan administrator is Heat & Frost Insulators & Allied Workers Local Union 10.
I left Heat & Frost Insulators & Allied Workers Local Union 10. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Heat & Frost Insulators & Allied Workers Local Union 10, (479) 641-0772) or the recordkeeper, Allied Workers Local Union 10. The Heat & Frost Insulators & Allied Workers Local Union 10 old 401(k) page lists the contacts from every plan filing. Find an old Heat & Frost Insulators & Allied Workers Local Union 10 401(k)
Data from the public Form 5500 annual reports Heat & Frost Insulators & Allied Workers Local Union 10 filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Heat & Frost Insulators & Allied Workers Local Union 10. Not financial advice. Report a correction · Methodology