AUMdb

Insulators Local 23 Pension Plan

Sponsored by Insulators Local 23 Pension Fund Board Of Administration · EIN 231990729 · Plan #001

Total assets
$69.1M
Net assets
$69.1M
Active participants
161
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
Graystone Investment Group Investment management, Direct payment from the plan $102,100
Insulators Local 23 Plan administrator, Direct payment from the plan $84,218
Usi Consulting Group Actuarial, Direct payment from the plan $73,100
Aew Core Property Trust (Us) Inc Investment management fees (indirect), Investment management $28,883
Willig Williams & Davidson Legal, Direct payment from the plan $18,754
Jbm Computer Consultants Other services, Direct payment from the plan $14,718
Alan Ross & Company, Pc Accounting, Direct payment from the plan $10,000
M&T Bank Institutional Retiremen Custodial (securities), Direct payment from the plan, Float revenue $0