Local 522 Pension Fund Roofers Division
Sponsored by Joint B. Of Trustees Of Local 522 Pension Fund Roofers Division · EIN 116158900 · Plan #001
- Total assets
- $40.6M
- Net assets
- $40.5M
- Active participants
- 299
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| United Teamster Fund | Contract administrator, Direct payment from the plan | $54,000 |
| Cherion, Inc. | Actuarial, Consulting (pension), Direct payment from the plan | $53,806 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $50,138 |
| Principal Custody Solutions | Custodial (securities), Direct payment from the plan | $30,698 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $22,500 |
| Cary Kane, Llp | Legal, Direct payment from the plan | $18,378 |
| Bridgeway Technologies | Recordkeeping, Direct payment from the plan | $13,502 |
| Pbi Research Services | Other services, Direct payment from the plan | $6,556 |