Heat & Frost Insulators Local 127 Supplemental/401(k) Retirement Plan
Sponsored by Board Of Trustees Of Asbestos Workers Local 127 · EIN 391599961 · Plan #001
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 471
- With balances
- 516
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Investment management, Investment management fees (direct) | $57,822 |
| Benesys, Inc. | Plan administrator, Direct payment from the plan | $27,772 |
| Mariner | Investment advisory (plan), Investment management fees (direct) | $21,000 |
| The Previant Law Firm, S.C. | Legal, Direct payment from the plan | $20,552 |
| Sikich Cpa Llc | Accounting, Direct payment from the plan | $17,260 |
| Andco Consulting, Llc | Investment advisory (plan), Investment management fees (direct) | $7,000 |