Heat And Frost Insulators Pension Plan
Sponsored by Heat And Frost Insulators · EIN 386060516 · Plan #001
- Total assets
- $74.7M
- Net assets
- $74.6M
- Active participants
- 376
- 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 |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Novarra , Tesija & Catenacc! | Legal, Direct payment from the plan | $115,563 |
| Benesys Inc | Contract administrator, Recordkeeping, Copying and duplicating | $90,571 |
| Millman Usa | Actuarial, Direct payment from the plan | $73,767 |
| Comerica | Custodial (securities), Investment management, Other services | $50,246 |
| Marquette Associates Inc. | Investment advisory (plan), Direct payment from the plan | $50,000 |
| Wrubel Wesley & Co Cpas | Accounting, Direct payment from the plan | $11,150 |