AUMdb

Int'l Assn Of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund

Sponsored by Trustees Of Int'l Assn Of Heat & Frost I & Asbestos Workers Local 127 · EIN 510167810 · Plan #001

Total assets
$39.9M
Net assets
$39.8M
Active participants
104
With balances
0

Plan year beginning 08/01/2024

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
United Actuarial Services, Inc. Actuarial, Direct payment from the plan $42,750
Mariner Wealth Advisors, Llc Consulting (pension), Direct payment from the plan $24,000
Bpa Of Wi A Benesys Company Plan administrator, Direct payment from the plan $21,315
Associated Trust Company Na Contract administrator, Direct payment from the plan, Recordkeeping fees $18,550
Lee Jost & Associates Consulting (general), Direct payment from the plan $18,288
Sikich Cpa Llc Accounting, Direct payment from the plan $14,600
The Previant Law Firm Legal, Direct payment from the plan $11,151