AUMdb

Heat & Frost Insulators & Asbestos Workers Local 38 Retirement Plan

Sponsored by Heat & Frost Insulators & Asbestos Workers Local #38 · EIN 236283938 · Plan #001

Total assets
$20.5M
Net assets
$20.5M
Active participants
88
With balances
0

Plan year beginning 01/01/2024

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 · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Northeast Advisors, Inc. Investment advisory (plan) $36,005
N.A. Falcone & Associates, Inc Actuarial $22,504
Snyder & Clemente Accounting $16,000