Roofers Local No. 74/203 Annuity Plan
Sponsored by Board Of Trustees Roofers Local No. 74/203 Annuity Fund · EIN 452840767 · Plan #001
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 592
- With balances
- 620
Plan year beginning 06/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc. | Custodial (securities), Investment advisory (plan), Account maintenance fees | $59,038 |
| Trisha Lehr | Employee (plan) | $39,144 |
| Luke Baecker | Employee (plan) | $29,108 |
| Arcara Lenda Eusanio & Stacey Cpas | Accounting | $15,636 |