AUMdb

Insulators Local No 27 Supplemental Pension Fund

Sponsored by Heat & Frost Insulators Local 27 · EIN 430337343 · Plan #002

Total assets
$32.4M
Net assets
$32.4M
Active participants
514
With balances
298

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
Financial Engines, Inc. $100,215
Alerus Retirement Solutions $59,008
Novak Birks P.C. $26,243
Mertz Insurance Group $6,189
Douthit Frets Rouse Gentile Rhodes $0