Roofers Local No 20 Pension Plan
Sponsored by Roofers Local No 20 Pension Plan · EIN 436142370 · Plan #002 · Raytown, MO
- Total assets
- $110M
- Net assets
- $110M
- Active participants
- 540
- With balances
- 0
Plan year beginning 06/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Fiduciary Management, Inc. CRD 109149 | deterministic · 100% | 2024 |
| Financial Counselors Inc CRD 106398 | deterministic · 100% | 2024 |
| Harding Loevner Lp CRD 104543 | deterministic · 100% | 2024 |
| Archer Investment Management, Llc CRD 146852 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bank Of Labor | Custodial (securities), Direct payment from the plan, Account maintenance fees | $103,575 |
| Morgan Stanley Smith Barney | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $100,226 |
| Fiduciary Management | Investment management, Investment management fees (direct) | $94,802 |
| Harding Loevner | Investment management, Investment management fees (direct) | $74,229 |
| Aristotle | Investment management, Investment management fees (direct) | $57,418 |
| Longfellow Management | Investment management, Investment management fees (direct) | $57,339 |
| Financial Counselors Inc | Investment management, Investment management fees (direct) | $47,929 |
| Archer Investment Management | Investment management, Investment management fees (direct) | $40,222 |
| Horizon Actuarial Llc | Actuarial, Consulting (pension), Direct payment from the plan | $32,357 |
| Accounting Solutions | Accounting, Direct payment from the plan | $20,500 |
| Blake & Uhlig | Legal, Direct payment from the plan | $17,203 |