Insulators Local No. 23 Annuity Fund
Sponsored by Insulators Local No. 23 Annuity Fund · EIN 251586636 · Plan #002
- Total assets
- $37.0M
- Net assets
- $37.0M
- Active participants
- 302
- With balances
- 325
Plan year beginning 08/01/2024 · Age/service weighted or new comparability, Profit-sharing, 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 |
|---|---|---|
| John Hancock Retirement Plan | Recordkeeping, Direct payment from the plan, Account maintenance fees | $155,572 |
| Graystone Investment Group | Investment management, Direct payment from the plan | $30,000 |
| Insulators Local 23 | Plan administrator, Direct payment from the plan | $26,157 |
| Jbm Computer Consultants | Other services, Direct payment from the plan | $10,659 |
| Willig Williams & Davidson | Legal, Direct payment from the plan | $9,619 |
| Alan Ross & Company, Pc | Accounting | $9,100 |