Heat & Frost Insulators And Allied Workers Local 6 Annuity Fund
Sponsored by Bd Of Trustees Heat & Frost Insulators And Allied Workers Local 6 Annu · EIN 046590962 · Plan #001
- Total assets
- $151M
- Net assets
- $151M
- Active participants
- 1,046
- With balances
- 1,046
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Empower Retirement | Recordkeeping, Direct payment from the plan | $84,964 |
| Segal Roitman & Coleman | Legal, Direct payment from the plan | $51,585 |
| Marco Consulting | Investment advisory (plan), Direct payment from the plan | $50,000 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $19,850 |
| Benesys, Inc. | Contract administrator, Direct payment from the plan | $19,781 |
| Segal Company | Consulting (pension), Direct payment from the plan | $17,492 |