AUMdb

Insulators & Allied Workers Local 39 Money Purchase Pension Plan

Sponsored by Trustees Of Insulators & Allied Workers Local 39 Pension Plan · EIN 470438021 · Plan #002 · Omaha, NE

Total assets
$51.4M
Net assets
$51.4M
Active participants
181
With balances
181

Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Vanguard Fiduciary Services Contract administrator $74,709
Fiducient Advisors Llc Trustee (individual) $23,000
Forvis Mazars Llp Accounting $8,663
Doug Kuhlers Tax & Accounting, Inc. Accounting $5,285