AUMdb

Roofers Local No. 241 Pension Fund

Sponsored by Roofers Local No. 241 Pension Fund · EIN 516125180 · Plan #001 · Albany, NY

Total assets
$39.7M
Net assets
$39.7M
Active participants
202
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
Corbin Capital Partners, L.P. CRD 130819 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Morgan Stanley Wealth Management Investment advisory (plan), Other investment fees and expenses $187,466
O'sullivan Associates Actuarial $28,750
D'arcangelo & Co., Llp Accounting $21,041
Corbin Capital Partners, L.P. Investment advisory (plan), Other investment fees and expenses $17,839
Hgk Asset Management Investment advisory (plan), Other investment fees and expenses $14,924
Cep Consultants, Inc Other investment fees and expenses $9,500
Lipsitz, Green, Scime, Cambria Legal $9,375
Union Labor Life Insurance Co. Investment management, Investment management fees (direct) $7,228
Us Reif Intercontinental Investment management, Other investment fees and expenses $5,095