Roofers Local 195 Annuity Fund
Sponsored by Roofers Local 195 Annuity Fund · EIN 141721374 · Plan #002
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 191
- With balances
- 428
Plan year beginning 07/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Investment Performance Services | Investment management, Direct payment from the plan | $30,676 |
| Blitman & King | Legal, Direct payment from the plan | $21,683 |
| Boyd Watterson Asset Management | Investment management, Custodial (securities), Direct payment from the plan | $19,523 |
| Bonadio & Co., Llp | Accounting, Direct payment from the plan | $17,265 |
| M&T Bank | Investment management, Custodial (securities), Investment management fees (direct) | $6,952 |