Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan
Sponsored by Heat & Frost Insulators & Asbestos Workers Local Union 38 · EIN 236283938 · Plan #002
- Total assets
- $24.2M
- Net assets
- $24.2M
- Active participants
- 454
- With balances
- 488
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).
| Firm | Match | Plan year |
|---|---|---|
| Northeast Advisers Inc CRD 108835 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northeast Advisors, Inc. | Investment advisory (participants) | $45,069 |
| Alerus Financial, N.A. | Recordkeeping, Trustee (institutional), Trustee (directed) | $30,474 |
| Snyder & Clemente | Accounting | $13,500 |
| Ira H. Weinstock | Legal | $304 |