Roofers' Local Union No.22 Supplemental Retirement
Sponsored by Roofers' Local Union No. 22 Supplemental Retirement Plan Board Of Trus · EIN 262070733 · Plan #002
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 177
- With balances
- 312
Plan year beginning 05/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Roofers Local No. 22 Welfare Plan | Other services, Direct payment from the plan | $70,236 |
| Morgan Stanley | Securities brokerage commissions, Investment management fees (direct), Investment advisory (plan) | $31,584 |
| Benefit Plans Administrative Servic | Direct payment from the plan, Recordkeeping | $11,485 |
| Robert Pizzo, Esq | Legal, Direct payment from the plan | $8,000 |
| Bonadio & Co., Llp | Accounting, Direct payment from the plan | $7,800 |