Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $51.3M assets / 674 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Money purchase
Traditional DB
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | HEAT & FROST INSULATORS & ASBESTOS WORKERS LCL 38 RETIREMENT INVESTMENT ACCOUNT PLAN | Money purchase | $27.4M | 517 | 2025 |
| #001 | HEAT & FROST INSULATORS & ASBESTOS WORKERS LOCAL 38 RETIREMENT PLAN | Traditional DB | $23.9M | 157 | 2025 |