Heat & Frost Insulators & Allied Workers Local Union 10 Pension Plan
Sponsored by Heat & Frost Insulators & Allied Workers Local Union 10 · EIN 716093109 · Plan #001
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 21
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Allied Workers Local Union 10 | Recordkeeping | $38,960 |
| Raymond James | Investment management | $27,114 |
| Highland Capital Management, Llc | Trustee (individual) | $22,624 |
| Robein Urrann Spencer Picard And | Legal | $16,456 |
| Little Shanneyfelt Marshall & Co | Accounting | $14,500 |
| Ellis, Tucker & Aldridge, Llp | Accounting | $13,230 |
| Osborn, Carreiro And Associates Inc | Actuarial | $3,600 |