United Union Of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund
Sponsored by Board Of Trustees Local 154 Pension Fund · EIN 111982624 · Plan #001 · Hauppauge, NY
- Total assets
- $32.3M
- Net assets
- $32.2M
- Active participants
- 173
- With balances
- 0
Plan year beginning 01/01/2024
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 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Virginia & Ambinder, Llp | Legal, Direct payment from the plan | $61,115 |
| The Mckeogh Company | Actuarial, Direct payment from the plan | $54,000 |
| Citrin Cooperman Advisors Llc | Accounting, Direct payment from the plan | $35,996 |
| Intercontinental Real Estate Corp. | Investment management, Investment management fees (direct) | $18,938 |
| Reynolds Consulting Services | Investment advisory (plan), Investment management fees (direct) | $15,004 |
| Marshall & Moss Admin Services, Inc | Contract administrator, Direct payment from the plan | $14,432 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $14,372 |
| The Union Labor Life Insurance Co | Investment management, Investment management fees (direct) | $9,842 |
| Empower Annuity Insurance Company | Investment management, Investment management fees (direct) | $9,290 |
| Hess Technology Consulting | Consulting (general), Direct payment from the plan, Consulting fees | $7,502 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct) | $6,620 |
| Boyd Watterson Asset Management | Investment management, Investment management fees (direct) | $6,520 |