International Assoc Of Heat And Frost Insulators Local 17 Pension Fund
Sponsored by Trustees Of Intl Assoc. Of Heat And Frost Insul Local 17 Pension Fund · EIN 516033290 · Plan #001
- Total assets
- $338M
- Net assets
- $338M
- Active participants
- 736
- 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 |
|---|---|---|
| Strategic Capital Investment Advisors Inc CRD 107772 | fuzzy_auto · 99% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Great Lakes Advisors, Llc CRD 110757 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| National Inv Svcs Of America, Inc | Investment management, Investment management fees (direct) | $161,866 |
| Mary Mcmullin | Employee (plan) | $131,049 |
| Milliman | Actuarial | $113,185 |
| Strategic Capital Investment Adviso | Investment advisory (plan) | $95,000 |
| Washington Capital Management, Inc. | Investment management, Investment management fees (direct) | $74,148 |
| Great Lakes Advisors, Llc | Investment management, Investment management fees (direct) | $68,110 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $65,950 |
| Bridgeway Benefit Technologies | Other services | $35,390 |
| James Klemme | Accounting | $34,313 |
| Old National Bank | Custodial (securities), Investment management, Investment management fees (direct) | $30,000 |
| Johnson & Krol, Llc | Legal | $24,482 |