AUMdb

Heat And Frost Insulators And Allied Workers Local No. 4 Annuity Savings Fund

Sponsored by Joint Board Of Trustees Heat And Frost Insulators And Allied Worker · EIN 161068939 · Plan #002

Total assets
$12.2M
Net assets
$12.2M
Active participants
81
With balances
168

Plan year beginning 01/01/2024 · Profit-sharing, 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
John Fadeley Employee (plan) $33,664
Blitman & King Llp Legal $19,857
Arcara Lenda Eusanio & Stacey Cpas Accounting $18,304
Lincoln National Corporation Contract administrator $18,114
Andco Consulting, Llc Consulting (pension) $11,000