Heat And Frost Insulators Defined Contribution
Sponsored by Intl Assoc Heat And Frost Insulator · EIN 382679760 · Plan #002
- Total assets
- $36.2M
- Net assets
- $36.1M
- Active participants
- 1,158
- With balances
- 1,158
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Novara, Tesjia, Catenacci | Legal, Direct payment from the plan | $38,288 |
| Comerica Bank | Investment management, Direct payment from the plan | $20,376 |
| Marquette Associates | Investment advisory (plan), Direct payment from the plan | $20,000 |
| Benesys | Contract administrator, Copying and duplicating, Participant communication | $18,926 |
| Wrubel Wesley And Company C.P.A.'S | Accounting, Direct payment from the plan | $10,250 |