International Association Of Heat And Frost Insulators Local 17 Annuity Fund
Sponsored by Trustees Of Int'l Assn Of Heat And Frost Insulators Loc 17 Annuity Fd · EIN 366754873 · Plan #002
- Total assets
- $216M
- Net assets
- $216M
- Active participants
- 1,163
- With balances
- 1,435
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 |
|---|---|---|
| Strategic Capital Investment Advisors Inc CRD 107772 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Capital Invest Advs., Inc | Investment advisory (plan) | $53,500 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $44,479 |
| Mary Mcmullin | Employee (plan) | $37,036 |
| Johnson & Krol, Llc | Legal | $19,724 |
| Bridgeway Benefit Technologies | Other services, Recordkeeping | $8,540 |
| Jim Klemme | Accounting | $7,625 |