United Union Of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund
Sponsored by Board Of Trustees Local 154 Annuity Fund · EIN 112644048 · Plan #001 · Hauppauge, NY
- Total assets
- $36.7M
- Net assets
- $36.6M
- Active participants
- 176
- With balances
- 598
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Marshall & Moss Admin Services, Inc | Contract administrator, Direct payment from the plan | $40,704 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $26,288 |
| Boyd Watterson | Investment management, Investment management fees (direct) | $23,846 |
| Citrin Cooperman Advisors, Llc | Accounting, Direct payment from the plan | $22,745 |
| Virginia & Ambinder Llp | Legal, Direct payment from the plan | $20,529 |
| Foundry Partners, Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $15,509 |
| Intercontinental Real Estate | Investment management, Investment management fees (direct) | $11,830 |
| Amalgamated Bank | Custodial (securities) | $11,550 |
| Reynolds Consulting Services | Investment advisory (plan), Investment management fees (direct), Consulting fees | $9,692 |