Roofers Union Local 30 Combined Annuity Fund
Sponsored by Joint Board Of Trustees Roofers Union Local 30 · EIN 232567112 · Plan #001
- Total assets
- $112M
- Net assets
- $112M
- Active participants
- 1,985
- With balances
- 1,985
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Pf Advisors, Llc CRD 277156 | fuzzy_auto · 98% | 2024 |
| Chartwell Investments Ii, Llc CRD 160554 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys | Plan administrator, Recordkeeping, Direct payment from the plan | $79,440 |
| Pfm Advisors | Investment advisory (plan), Investment management fees (direct) | $70,000 |
| Chartwell Investment | Custodial (securities), Investment management, Investment management fees (direct) | $36,000 |
| Mspc | Accounting, Direct payment from the plan | $21,616 |
| Pnc Institutional Investments | Custodial (securities), Investment management fees (direct) | $15,995 |
| Old Glory | Investment management, Investment management fees (direct) | $13,953 |
| Susanin Widman & Brennan, Pc | Legal, Direct payment from the plan | $11,260 |
| Cleary, Josem & Trigiani Llp | Legal, Direct payment from the plan | $5,500 |