Roofers Local 149 Defined Contribution Pension Fund
Sponsored by Roofers Local 149 Dc Pension Plan · EIN 863826499 · Plan #002
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 1,016
- With balances
- 1,590
Plan year beginning 06/01/2024 · Age/service weighted or new comparability
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys, Inc | Accounting, Claims processing, Contract administrator | $48,135 |
| Morgan Stanley | Custodial (securities), Direct payment from the plan, Investment management fees (direct) | $24,665 |
| Asher Kelly | Legal, Direct payment from the plan | $7,687 |
| Wrubel, Wesley & Co Cpas | Accounting, Direct payment from the plan | $5,200 |