Charles Martin III signed Heat & Frost Insulators Local 27's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heat & Frost Insulators Local 27's EIN is 43-0337343.
Download the official 2024 Form 5500 (PDF) for Heat & Frost Insulators Local 27 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heat & Frost Insulators Local 27's plan includes money-purchase contributions, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS RETIREMENT SOLUTIONS | 45-0375407 | — | RECORD KEEPER/CUSTODIAN | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES, INC. | 94-3250323 | — | INVESTMENT ADVISOR | $100K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $30.4M | 94.0% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERTZ INSURANCE GROUP | — | PAPILLION, NE | INSURANCE BROKER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVAK BIRKS P.C. | 43-1122456 | — | ACCOUNTANT | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOUTHIT FRETS ROUSE GENTILE RHODES | 43-1706479 | — | — | $0 | — |
