Annuity Fund Of Heat And Frost Insulators Local 12
Sponsored by Board Of Trustees Annuity Fund Of Heat And Frost Insulators Local 12 · EIN 136101711 · Plan #001
- Total assets
- $201M
- Net assets
- $200M
- Active participants
- 461
- With balances
- 724
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mackay Shields Llc CRD 107717 | 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 |
|---|---|---|
| Mackay Shields Llc | Investment management, Investment management fees (direct) | $133,879 |
| Proskauer Rose Llp | Legal, Direct payment from the plan | $57,854 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $56,000 |
| John Hancock Retirement Plan Srvcs | Investment management, Investment management fees (direct), Investment management fees (indirect) | $48,864 |
| Colleran O'hara & Mills Llp | Legal, Direct payment from the plan | $48,239 |
| Reynolds Consulting Services Llc | Investment advisory (plan), Direct payment from the plan | $33,137 |
| M&T Bank | Custodial (securities), Investment management fees (direct), Investment management fees (indirect) | $30,627 |
| Zenith American Solutions | Plan administrator, Direct payment from the plan | $10,620 |
| Matrix Trust Company | Investment management fees (direct), Other investment fees and expenses | $8,000 |