Insulators Local No. 96 Pension Fund
Sponsored by Insulators Local No. 96 Pension Fund · EIN 586110889 · Plan #002
- Total assets
- $26.2M
- Net assets
- $26.2M
- Active participants
- 119
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Frontier Capital Management Co Llc CRD 106274 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Post Advisory Group, Llc CRD 108860 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Southern Benefit Administrators | Plan administrator, Consulting (general) | $58,204 |
| Investment Performance Services Llc | Investment advisory (plan) | $20,000 |
| Daniels Irwin & Aylor | Accounting | $19,300 |
| Post Advisory Group | Custodial (securities), Investment management | $17,530 |
| The Bank Of New York Mellon | Custodial (securities), Investment management | $17,529 |
| New Tower Trust Company | Custodial (securities), Investment management | $0 |
| Mutual Funds (See Schedules Attache | Custodial (securities), Investment management | $0 |
| Chevy Chase Trust | Custodial (securities), Investment management | $0 |
| Frontier Capital Management | Custodial (securities), Investment management | $0 |
| Pnc Bank | Custodial (securities), Investment management | $0 |
| William Blair | Custodial (securities), Investment management | $0 |
| Intercontinental Real Estate Corp. | Custodial (securities), Investment management | $0 |
| Great Gray Trust Company | Custodial (securities), Investment management | $0 |