International Association Of Heat And Frost Insulators And Allied Workers Local No. 40 Pension Fund
Sponsored by International Association Of Heat And Frost Insulators And Allied Work · EIN 146033598 · Plan #001
- Total assets
- $26.1M
- Net assets
- $26.1M
- Active participants
- 95
- With balances
- 0
Plan year beginning 07/01/2024
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Securities brokerage commissions, Investment management fees (direct), Custodial (other) | $84,843 |
| Pimco | Investment management | $28,450 |
| O'sullivan Associates, Inc. | Actuarial | $20,240 |
| Winslow Large Cap Growth | Investment management | $16,635 |
| Teal, Becker & Chiaramonte Cpas Pc | Accounting | $14,750 |
| Robeco Boston Partners | Investment management | $14,379 |
| Barnes, Iaccarino, & Shepherd | Legal | $7,500 |
| Sga International | Investment management | $6,188 |