Roofers & Waterproofers Local 37 Annuity Fund
Sponsored by Board Of Trustees Of The Roofers & Waterproofers Local 37 Annuity Fun · EIN 256145217 · Plan #001
- Total assets
- $18.2M
- Net assets
- $18.2M
- Active participants
- 298
- With balances
- 311
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions Inc | Contract administrator | $56,400 |
| Global Retirement Partners | Investment advisory (plan) | $21,000 |
| Stephen J. O'brien & Associates | Legal | $9,488 |
| Cypher & Cypher | Accounting | $7,804 |