Heat & Frost Insulators Local No. 67 Annuity Plan
Sponsored by Board Of Trustees Heat & Frost Insulators Local No. 67 Annuity · EIN 526117921 · Plan #002
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 5
- With balances
- 196
Plan year beginning 01/01/2024 · Money purchase
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 |
|---|---|---|
| Southern Benefit Administrators | Plan administrator | $20,173 |
| Daniels Irwin & Aylor | Accounting | $10,950 |
| Mutual Funds | Custodial (securities), Investment management | $0 |