Insulators And Allied Workers Local No. 46 Annuity Fund
Sponsored by Board Of Trustees Insulators And Allied Workers Local No. 46 · EIN 204235805 · Plan #001
- Total assets
- $934K
- Net assets
- $932K
- Active participants
- 0
- With balances
- 615
Plan year beginning 01/01/2024 · Money purchase
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Southern Benefit Administrators | Plan administrator | $21,600 |
| Daniels, Irwin & Aylor Cpas | Accounting | $6,775 |
| Branstetter, Stranch & Jennings | Legal | $5,600 |
| Investment Performance Services Llc | Investment advisory (plan) | $5,000 |
| Mutual Funds | Custodial (securities), Investment management | $0 |