AUMdb

Insulators Local 46 Supplemental Pension Plan

Sponsored by Board Of Trustees Insulators Local 46 Supplemental Pension Plan · EIN 833826318 · Plan #001

Total assets
$6.1M
Net assets
$6.1M
Active participants
221
With balances
644

Plan year beginning 01/01/2024 · Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Investment Performance Services Llc CRD 105527 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Southern Benefit Administrators Plan administrator $28,193
Investment Performance Services Llc Investment advisory (plan) $15,000
Daniels, Irwin & Aylor Cpas Accounting $10,850
Mutual Funds Custodial (securities), Investment management $0