Intl Assn Of Heat & Frost Insulators & Allied Workers Local No. 26 Pension Plan
Sponsored by Intl Assn Of Heat & Frost Insulators & A Workers Local No. 26 Pension · EIN 166028820 · Plan #001
- Total assets
- $19.9M
- Net assets
- $19.9M
- Active participants
- 49
- With balances
- 0
Plan year beginning 09/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment management fees (direct), Investment management | $79,721 |
| Bonadio & Co., Llp | Accounting, Direct payment from the plan | $45,935 |
| Matthew Hughes | Employee (plan), Direct payment from the plan | $28,530 |
| Bolton | Actuarial, Direct payment from the plan | $28,313 |
| Jennifer Champion | Employee (plan), Direct payment from the plan | $27,328 |
| Principal Life Insurance Co | Contract administrator, Direct payment from the plan, Recordkeeping fees | $12,846 |
| Ia Of H&F Insulators Local Union 26 | Other services, Direct payment from the plan | $10,399 |
| Robert F. Pizzo, Esq | Direct payment from the plan, Legal | $9,336 |
| Scott Davignon | Consulting fees, Direct payment from the plan | $7,668 |