Heat And Frost Insulators Local 34 Pension Fund
Sponsored by Board Of Trustees Of Heat And Frost Insulators Local 34 Pension Fund · EIN 410574565 · Plan #001
- Total assets
- $231M
- Net assets
- $231M
- Active participants
- 476
- With balances
- 640
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wilson Mcshane Corporation | Plan administrator | $57,000 |
| John Hancock Retirement Plan Srvs | Recordkeeping, Participant loan processing, Direct payment from the plan | $45,251 |
| Fiducient Advisors | Investment advisory (plan) | $32,750 |
| Shumaker Loop & Kendrick Llp | Legal | $12,896 |
| Legacy Professionals Llp | Accounting | $11,750 |