Roofers Union Local 30 Combined Pension Fund
Sponsored by Joint Board Of Trustees Roofers Local Union 30 · EIN 236289069 · Plan #001
- Total assets
- $171M
- Net assets
- $171M
- Active participants
- 787
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Patriot Financial Manager, L.P. CRD 159818 | fuzzy_auto · 99% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Atalanta Sosnoff Capital, Llc CRD 104880 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys | Plan administrator, Investment management fees (direct) | $238,320 |
| Patriot Financial Manager, Lp | Investment management, Investment management fees (direct) | $195,651 |
| Chartwell Investment Partners | Investment management, Investment management fees (direct) | $145,961 |
| Horizon Actuarial Services | Actuarial, Investment management fees (direct) | $107,413 |
| Pfm Asset Management | Consulting (general), Direct payment from the plan | $96,250 |
| Atalanta Sosnoff | Investment management fees (direct), Investment management | $80,062 |
| Prisa | Investment management, Investment management fees (direct) | $60,601 |
| Pnc Institutional Investments | Custodial (securities), Direct payment from the plan | $32,729 |
| Mspc | Accounting, Direct payment from the plan | $29,790 |
| Susanin, Widman & Brennan | Legal, Direct payment from the plan | $28,257 |
| Xpan Law Partner | Legal, Direct payment from the plan | $17,613 |
| Cleary, Josem & Trigiani Llp | Legal, Direct payment from the plan | $16,834 |