International Association Of Heat And Frost Insulators And Allied Workers Local No. 40 Annuity Fund
Sponsored by Board Of Trustees Of Local 40 Annuity Fund · EIN 141514924 · Plan #002 · Tampa, FL
- Total assets
- $11.5M
- Net assets
- $11.4M
- Active participants
- 110
- With balances
- 129
Plan year beginning 01/01/2024 · Profit-sharing, 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 Annuity Insurance Company | Recordkeeping fees | $20,750 |
| Teal, Becker & Chiaramonte | Accounting | $13,550 |
| Merrill Lynch Pierce Fenner Smith | Investment advisory (plan) | $11,473 |
| Zenith American Solutions | Plan administrator | $7,454 |