Heat And Frost Insulators Local 47 Retirement Savings Plan
Sponsored by Heat And Frost Insulators Local 47 Retirement Savings Trust Fund · EIN 932682845 · Plan #001
- Total assets
- $1.0M
- Net assets
- $1.0M
- Active participants
- 365
- With balances
- 365
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tic Midwest | Accounting, Contract administrator, Plan administrator | $37,222 |
| Meketa Investment Group | Investment advisory (plan), Direct payment from the plan | $25,000 |
| Benda, Grace, Stulz & Company, P.C. | Accounting, Direct payment from the plan | $12,000 |