Roofers Local No. 88 Pension Fund
Sponsored by Roofers Local No. 88 Pension Fund Board Of Trustees · EIN 346615264 · Plan #001
- Total assets
- $24.2M
- Net assets
- $24.2M
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Custodial (securities), Investment management | $132,822 |
| Benefits Management Group, Inc. | Contract administrator | $56,412 |
| United Actuarial Services, Inc. | Actuarial | $42,913 |
| Macala & Piatt, Llc. | Legal | $22,648 |
| Yurchyk & Davis Cpa's Inc. | Accounting | $21,300 |
| Amalgomated Bank Of Chicago | Custodial (securities) | $7,165 |