AUMdb

United Union Of Roofers, Waterproofers & Allied Workers Local #112 Money Purchase Pension Plan

Sponsored by Board Of Trustees Of Roofers Local #112 Money Purchase Pension Plan · EIN 376047559 · Plan #001 · Lansing, MI

Total assets
$17.9M
Net assets
$17.9M
Active participants
108
With balances
142

Plan year beginning 01/01/2024 · Money purchase

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Peirce Park Group Inc. CRD 118655 fuzzy_auto · 98% 2024
U.S. Bancorp Asset Management, Inc. CRD 111912 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Marquette & Associates Inc Investment advisory (plan), Direct payment from the plan $57,500
U.S. Bancorp Asset Management Investment advisory (plan), Custodial (securities), Investment management fees (direct) $45,605
Tic International Corporation Contract administrator, Direct payment from the plan $16,500
Cavanagh & O'hara Legal, Direct payment from the plan $14,038
Romolo & Associates, Llc Accounting, Direct payment from the plan $11,671