Insulators Local No. 37 Retirement Plan
Sponsored by Board Of Trustees Insulators Local No. 37 Retirement Plan · EIN 581912950 · Plan #001
- Total assets
- $88.1M
- Net assets
- $88.1M
- Active participants
- 1,198
- With balances
- 1,288
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $249,991 |
| Southern Benefit Administrators | Plan administrator, Consulting (general) | $48,156 |
| Morgan Stanley The Dobbs Group | Investment advisory (plan) | $35,000 |
| Daniels Irwin & Aylor | Accounting | $17,600 |
| Ledbetter Parisi Llc | Legal | $9,622 |
| Mutual Funds | Custodial (securities), Investment management | $0 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |