Heat & Frost Insulators Local No. 33 Pension Plan
Sponsored by Board Of Trustees Heat & Frost Insulators Loc No. 33 Pension Fund · EIN 516090208 · Plan #001
- Total assets
- $36.3M
- Net assets
- $36.3M
- Active participants
- 129
- 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 |
|---|---|---|
| Harbourvest Partners, Llc CRD 109846 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Segal Company | Actuarial, Direct payment from the plan | $83,121 |
| Fund Employee | Employee (plan), Direct payment from the plan | $72,676 |
| Meketa Investment Group | Investment management, Investment management fees (direct) | $69,831 |
| Ullico Investment Advisors Inc | Investment management | $27,290 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $23,599 |
| Reid & Riege, P.C. | Legal, Direct payment from the plan | $18,015 |
| Principal Custody Solutions | Custodial (securities), Direct payment from the plan | $13,400 |
| Harbourvest Partners, Llc | Investment management, Investment management fees (indirect) | $0 |