International Association Of Heat And Frost Insulators & Allied Workers Local 3 Pension Plan
Sponsored by International Assoc Of Heat And Frost Insulators & Allied Workers · EIN 341311911 · Plan #001
- Total assets
- $26.2M
- Net assets
- $26.2M
- Active participants
- 206
- With balances
- 269
Plan year beginning 06/01/2024 · Total participant-directed account, Money purchase, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Park Edge Advisors, Llc | Consulting (general) | $74,548 |
| Transamerica Retirement Solutions | Participant communication, Finders' fees/placement fees, Shareholder servicing fees | $58,438 |
| Benesys, Inc. | Contract administrator | $24,879 |
| Barnes Wendling Cpas | Accounting | $21,478 |
| Frantz Ward Llp | Legal | $7,805 |