Allied Workers Local 91 Annuity Fund
Sponsored by Intl. Assoc. Of Heat,Frost Insul. Allied Workers Lu · EIN 133539002 · Plan #001
- Total assets
- $18.5M
- Net assets
- $18.3M
- Active participants
- 110
- With balances
- 0
Plan year beginning 01/01/2024 · Profit-sharing
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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $62,107 |
| Marquette Associates | Consulting (pension) | $51,744 |
| Uhy Advisors, Inc | Contract administrator | $22,500 |
| Holm & Ohara Llp | Insurance agents and brokers | $12,020 |
| Berard & Associates Cpas P.C. | Accounting | $11,100 |
| Zenith American Solutions | Contract administrator | $3,378 |