Pacific Coast Roofers Pension Plan
Sponsored by Board Of Trustees For Pacific Coast Roofers Pension Plan · EIN 946051377 · Plan #001
- Total assets
- $700M
- Net assets
- $700M
- Active participants
- 5,533
- With balances
- 0
Plan year beginning 08/01/2024
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| United Administrative Services | Contract administrator | $287,167 |
| Corbin Capital Partners Lp | Investment management fees (direct) | $213,177 |
| Ullico Investment Advisors Inc | Investment management fees (direct) | $207,639 |
| Parametric Portfolio Associates Llc | Investment management fees (direct) | $192,774 |
| The Segal Company | Actuarial | $163,393 |
| Federated Hermes, Inc. | Investment management fees (direct) | $145,672 |
| Us Bank | Custodial (securities) | $132,088 |
| Saltzman & Johnson | Legal | $128,800 |
| Riverbridge Partners | Investment management fees (direct) | $127,667 |
| Segal Marco Advisors | Investment advisory (plan) | $100,000 |
| Western Asset Management Company | Investment management fees (direct) | $87,818 |
| Ineich & Company, Llp | Accounting | $59,800 |
| Union Roofers Trust Funds | Recordkeeping | $34,428 |
| Withumsmith+Brown Pc | Accounting | $10,631 |
| William C. Earhart Company, Inc. | Recordkeeping | $6,158 |