Roofers Local No. 74/ No. 203 Pension Plan
Sponsored by Board Of Trustees, Roofers Local No. 74/No. 203 Pension Fund · EIN 166062398 · Plan #001
- Total assets
- $77.7M
- Net assets
- $71.4M
- Active participants
- 322
- With balances
- 0
Plan year beginning 07/01/2024
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 |
| Equity Investment Corporation CRD 283930 | deterministic · 100% | 2024 |
| Sage Advisory Services Ltd Co CRD 106236 | deterministic · 100% | 2024 |
| Polen Capital Management, Llc CRD 106093 | deterministic · 100% | 2024 |
| Capital Research And Management Company CRD 110885 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc. | Other fees, Investment advisory (plan) | $164,026 |
| Luke Baecker | Employee (plan) | $52,394 |
| Usi Consulting Group | Direct payment from the plan, Actuarial | $44,335 |
| Trisha Lehr | Employee (plan) | $39,144 |
| Equity Investment Corporation | Investment management, Investment management fees (direct) | $35,487 |
| Sage Advisory Services, Ltd. | Investment management, Investment management fees (direct) | $28,434 |
| Edge | Investment management, Investment management fees (direct) | $27,012 |
| Thomas White International Ltd. | Investment management, Investment management fees (direct) | $25,281 |
| Arcara Lenda Eusanio & Stacey, Cpas | Accounting | $25,235 |
| Polen Capital Management, Inc. | Investment management, Investment management fees (direct) | $17,863 |
| Capital Research & Management Co. | Investment management, Investment management fees (direct) | $15,130 |
| Lipsitz Green Scime Cambria Llp | Legal | $6,220 |