AUMdb

Intl Assn Of Heat & Frost Insulators & Allied Workers Local No. 26 Annuity Plan

Sponsored by International Association Of Heat & Frost Insulators Asbestos Workers · EIN 161339808 · Plan #003

Total assets
$8.7M
Net assets
$8.7M
Active participants
52
With balances
145

Plan year beginning 09/01/2024 · Profit-sharing

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
Merrill Lynch Investment management, Investment management fees (direct) $40,674
Intn'l Heat& Frost Local 26 Pension Direct payment from the plan, Other services $25,860
Bonadio & Co., Llp Accounting, Direct payment from the plan $12,900
Robert Pizzo, Esq. Legal, Direct payment from the plan $8,059
Bpas, Inc. Recordkeeping, Direct payment from the plan $6,250
Ia Of H&F Insulators Local Union 26 Other services, Direct payment from the plan $5,367