Heat & Frost Insulators And Allied Workers Local #50 Annuity Plan
Sponsored by Heat & Frost Insulators And Allied · EIN 311028544 · Plan #003
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 557
- With balances
- 607
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tic | Contract administrator | $38,230 |
| Ledbetter Parisi Llc | Legal | $30,310 |
| Wells Fargo Advisors | Recordkeeping | $23,271 |
| Clark, Schaefer, Hackett & Co. | Accounting | $13,680 |
| Segal Insurance | Insurance services | $8,580 |