Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEAT & FROST INSULATORS & ASBESTOS WORKERS LOCAL #38
EIN 23-6283938constructionLatest filing 2024
Plans
2
Retirement
2
$44.7M assets
Welfare
0
Participants
641
315-317 NORTH WASHINGTON STREET - WILKES-BARRE, PA 18705570-829-0634LinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $44.7M assets / 641 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
54%top
- ALERUS FINANCIAL, N.A.54%
- (Not disclosed)46%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HEAT & FROST INSULATORS & ASBESTOS WORKERS LCL 38 RETIREMENT INVESTMENT ACCOUNT PLAN
MoneyPurchase
Assets$24.2M
Participants488
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HEAT & FROST INSULATORS & ASBESTOS WORKERS LOCAL 38 RETIREMENT PLAN
TraditionalDB
Assets$20.5M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HEAT & FROST INSULATORS & ASBESTOS WORKERS LCL 38 RETIREMENT INVESTMENT ACCOUNT PLAN | MoneyPurchase | $24.2M | 488 | 2024 | |
| 001 | HEAT & FROST INSULATORS & ASBESTOS WORKERS LOCAL 38 RETIREMENT PLAN | TraditionalDB | $20.5M | 153 | 2024 |
Retirement plans
Welfare plans