AUMdb

United Union Of Roofers, Waterproofers And Allied Workers, Local No. 44 Pension Plan

Sponsored by United Union Of Roofers, Waterproofers And Allied Workers, Local No. · EIN 346611397 · Plan #001

Total assets
$98.2M
Net assets
$98.2M
Active participants
292
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
Segal Advisors, Inc. CRD 114687 deterministic · 100% 2024
Eden Capital Management Llc CRD 290418 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Local 44 Fringe Benefit Funds Contract administrator $168,000
Segal Marco Advisors Investment management $120,224
Horizon Actuarial Services Actuarial $87,652
Ullico Inc Investment management $50,163
Pnc Bank Custodial (securities) $42,977
Loomis Sayles Investment management $42,886
Edgewood Capital Management Investment management $42,164
Boston Trust Co Investment management $39,482
Ciuni & Panichi, Inc. Accounting $32,329
Tucker Arensberg Llc Legal $15,906
K. Pakeltis & Company Accounting $9,300