Heat & Frost Insulators and Allied retirement plan: assets, participants and fees
What Heat & Frost Insulators and Allied'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 | Wells Fargo Advisors | Schedule C ↗ |
| Independent auditor | Clark, Schaefer, Hackett & Co. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 523 defined-contribution plans in construction with 500 to 999 participants.
| Heat & Frost Insulators and Allied: employer contribution per participant | $2,995 | |
| Peer median | $2,361 |
| Heat & Frost Insulators and Allied: average balance | $23,152 | |
| Peer median | $60,193 |
| Heat & Frost Insulators and Allied: admin expenses ÷ assets | 0.95% | |
| Peer median | 0.31% |
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 $11.4M at the end of plan year 2021 to $14.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 607 | $14.1M | $1.8M | $2,995 | 0.95% | Not published | Form 5500 ↗ |
| 2023 | 511 | $11.7M | $1.3M | $2,548 | 0.86% | Not published | Form 5500 ↗ |
| 2022 | 696 | $10.1M | $1.1M | $2,464 | 0.83% | Not published | Form 5500 ↗ |
| 2021 | 369 | $11.4M | $815K | $2,208 | 1.20% | Not published | Form 5500 ↗ |
Common questions
Does Heat & Frost Insulators and Allied match 401(k) contributions?
The match terms for the Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan have not been published from its filing yet. The plan year 2024 filing reports $1.8M in employer contributions, about $2,995 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Heat & Frost Insulators and Allied 401(k) match vested?
The vesting schedule for the Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Heat & Frost Insulators and Allied 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Wells Fargo Advisors. The plan administrator is Heat & Frost Insulators and Allied.
I left Heat & Frost Insulators and Allied. 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 and Allied, (317) 715-7439) or the recordkeeper, Wells Fargo Advisors. The Heat & Frost Insulators and Allied old 401(k) page lists the contacts from every plan filing. Find an old Heat & Frost Insulators and Allied 401(k)
Data from the public Form 5500 annual reports Heat & Frost Insulators and Allied 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 and Allied. Not financial advice. Report a correction · Methodology