Roofers Local No. 86 Pension Fund
Sponsored by Board Of Trustees, Roofers Local Union No. 86 Pension Fund · EIN 316127876 · Plan #001
- Total assets
- $17.0M
- Net assets
- $17.0M
- Active participants
- 115
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Standard Valuations Inc CRD 112413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Solxsys Administrative Solutions | Direct payment from the plan, Plan administrator | $31,826 |
| Standard Valuations, Inc. | Investment management fees (direct), Investment advisory (plan) | $27,300 |
| Cuni, Rust & Strenk | Direct payment from the plan, Actuarial | $25,650 |
| Ledbetter Partners Llc | Direct payment from the plan, Legal | $23,013 |
| Dgperry, Pllc | Accounting, Direct payment from the plan | $13,250 |
| Newtower Trust Company | Investment management fees (indirect), Investment management, Custodial (other) | $12,187 |
| Frsecure Llc | Direct payment from the plan, Other services | $5,340 |