Union Roofers Supplemental Annuity Trust Fund
Sponsored by Union Roofers Supplemental Annuity Trust Fund · EIN 953070101 · Plan #001 · Downey, CA
- Total assets
- $53.5M
- Net assets
- $53.4M
- Active participants
- 6,984
- With balances
- 4,632
Plan year beginning 09/01/2024 · Money purchase, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mcmorgan & Company Llc CRD 115060 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Union Roofers Administrative Fund | Contract administrator, Direct payment from the plan, Plan administrator | $122,390 |
| Mcmorgan & Company Llc | Investment advisory (plan), Direct payment from the plan | $108,176 |
| Us Bank | Plan administrator, Direct payment from the plan | $32,875 |
| The Wagner Law Group | Legal, Direct payment from the plan | $15,856 |
| Baldwin Moffitt Behm Llp | Accounting | $13,173 |
| Marsh Mclennan | Insurance agents and brokers, Direct payment from the plan | $8,482 |