Intl Assn Heat & Frost Insulators & Allied Workers #81 Rsp
Sponsored by Board Of Trustees Local 81 Intl Assoc Heat & Frost Insulators & Allied · EIN 364318955 · Plan #002 · Moline, IL
- Total assets
- $13.6M
- Net assets
- $13.6M
- Active participants
- 162
- With balances
- 134
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 |
|---|---|---|
| Investment Consulting Group Inc CRD 106967 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| One America Retirement Services Llc | Recordkeeping, Direct payment from the plan | $28,240 |
| Cavanagh & O'hara | Legal, Direct payment from the plan | $12,526 |
| Romolo & Associates, Llc | Accounting, Direct payment from the plan | $11,500 |
| Rj Lee & Associates, Llp | Direct payment from the plan, Contract administrator | $9,500 |
| Investment Consulting Group | Investment advisory (plan), Direct payment from the plan | $6,000 |