Heat & Frost & Allied Workers No. 21 Pension Plan
Sponsored by International Assoc. Of Heat & Frost Insulators & Asbestos Workers No. · EIN 750355302 · Plan #001
- Total assets
- $19.7M
- Net assets
- $19.7M
- Active participants
- 64
- With balances
- 0
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rtw Financial Advisors Inc CRD 109934 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Segal Co | Actuarial, Consulting (pension), Direct payment from the plan | $55,362 |
| Benefit Resources, Inc | Contract administrator, Direct payment from the plan | $31,400 |
| Rtw Financial Advisors | Investment advisory (plan), Direct payment from the plan | $18,000 |
| Edwards And Leathers, P.C. | Accounting, Direct payment from the plan | $11,500 |
| Robien, Urann, Spencer, Picard | Legal, Direct payment from the plan | $11,211 |