International Assoc of Heat and Frost Insulators & Allied Workers retirement plan: assets, participants and fees
What International Assoc of Heat and Frost Insulators & Allied Workers' 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Yurchyk & Davis Cpa'S, Inc. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| International Assoc of Heat and Frost Insulators & Allied Workers: employer contribution per participant | $10,276 | |
| Peer median | $1,803 |
| International Assoc of Heat and Frost Insulators & Allied Workers: average balance | $97,539 | |
| Peer median | $48,934 |
| International Assoc of Heat and Frost Insulators & Allied Workers: admin expenses ÷ assets | 1.56% | |
| 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 $24.3M at the end of plan year 2021 to $26.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 269 | $26.2M | $2.8M | $10,276 | 1.56% | Not published | Form 5500 ↗ |
| 2023 | 258 | $25.8M | $2.5M | $9,665 | 1.04% | Not published | Form 5500 ↗ |
| 2022 | 249 | $25.2M | $2.3M | $9,309 | 0.94% | Not published | Form 5500 ↗ |
| 2021 | 204 | $24.3M | $2M | $9,966 | 1.00% | Not published | Form 5500 ↗ |
Common questions
Does International Assoc of Heat and Frost Insulators & Allied Workers match 401(k) contributions?
The match terms for the International Association of Heat and Frost Insulators & Allied Workers Local 3 Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $2.8M in employer contributions, about $10,276 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the International Assoc of Heat and Frost Insulators & Allied Workers 401(k) match vested?
The vesting schedule for the International Association of Heat and Frost Insulators & Allied Workers Local 3 Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the International Assoc of Heat and Frost Insulators & Allied Workers 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is International Assoc of Heat and Frost Insulators & Allied Workers.
I left International Assoc of Heat and Frost Insulators & Allied Workers. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (International Assoc of Heat and Frost Insulators & Allied Workers, (216) 621-3522) or the recordkeeper, Transamerica Retirement Solutions. The International Assoc of Heat and Frost Insulators & Allied Workers old 401(k) page lists the contacts from every plan filing. Find an old International Assoc of Heat and Frost Insulators & Allied Workers 401(k)
Data from the public Form 5500 annual reports International Assoc of Heat and Frost Insulators & Allied Workers 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 International Assoc of Heat and Frost Insulators & Allied Workers. Not financial advice. Report a correction · Methodology