International Association Of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan
Sponsored by International Association Of Heat & Frost Insulators & Allied · EIN 630732852 · Plan #002
- Total assets
- $39.8M
- Net assets
- $39.8M
- Active participants
- 176
- With balances
- 176
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 |
|---|---|---|
| Highland Capital Management, Llc CRD 104842 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Highland Capital Management | Investment management | $106,927 |
| Ullico | Custodial (securities), Investment management | $43,386 |
| Reynolds Consulting Services, Llc | Investment advisory (plan) | $36,400 |
| Southern Benefit Administrators | Plan administrator | $28,345 |
| Amalgamated Bank | Custodial (securities), Investment management | $23,431 |
| Daniels, Irwin & Aylor | Accounting | $19,050 |
| Cca Black, Lp | Investment management | $6,858 |
| Quinn Connor Weaver Davies & Rouco | Legal | $3,700 |
| Boyd Watterson Asset Management | Custodial (securities), Investment management | $0 |
| Exchange Traded & Money Market Fds | Custodial (securities), Investment management | $0 |
| Newtower Trust | Custodial (securities), Investment management | $0 |