AUMdb

Roofers Local No 58 Supplemental Benefit Plan

Sponsored by Bot Of Roofers Local No 58 Supplemental Benefit Plan · EIN 840590581 · Plan #001

Total assets
$2.6M
Net assets
$2.6M
Active participants
70
With balances
289

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Washington Capital Management Inc CRD 105253 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Washington Capital Management Inc. Investment management, Investment management fees (direct) $17,440
First Hill Trust Company Contract administrator, Direct payment from the plan $15,435
Erickson, Brown & Kloster Llc Accounting $14,846