Heat And Frost Insulators And Allied Workers Local 47 Retirment Trust Fund
Sponsored by Heat And Frost Insulators And Allied Workers Local 47 Retirement · EIN 386059001 · Plan #001
- Total assets
- $54.6M
- Net assets
- $54.3M
- Active participants
- 283
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tic International Corp | Accounting, Contract administrator, Plan administrator | $68,249 |
| Meketa Investment Group | Investment advisory (plan), Direct payment from the plan | $55,000 |
| United Actuarial Servcices | Actuarial, Direct payment from the plan | $33,700 |
| Stark Reagan, P.C. | Legal, Direct payment from the plan | $29,069 |
| Benda, Grace, Stulz & Company, P.C. | Accounting, Direct payment from the plan | $17,200 |