Heat & Frost Insulators Local No. 33 Annuity Plan
Sponsored by Board Of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund · EIN 061172679 · Plan #003
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 248
- With balances
- 179
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Employee | Employee (plan), Direct payment from the plan | $43,866 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees, Investment management fees (indirect) | $42,447 |
| Reid & Riege, P.C. | Legal, Direct payment from the plan | $23,815 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $19,910 |
| Meketa Investment Group | Investment management fees (direct) | $10,269 |