Roofers Union Local No.33 Pension Fund
Sponsored by Roofers Union Local No.33 Pension Fund · EIN 042228135 · Plan #001 · Stoughton, MA
- Total assets
- $139M
- Net assets
- $139M
- Active participants
- 561
- 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 |
|---|---|---|
| Gcm Grosvenor L.P. CRD 108654 | fuzzy_auto · 95% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gcm Grosvenor | Investment management fees (direct), Investment management | $83,653 |
| Siguler Guff Small Buyout Op Fd V | Investment management fees (direct), Investment management | $65,939 |
| Jennison U.S. Small Cap Equity | Investment management fees (direct), Investment management | $52,733 |
| Newtower Trust Company Mept | Investment management fees (direct), Investment management | $47,743 |
| Cbiz Benefits & Insurance Services | Actuarial, Direct payment from the plan | $41,600 |
| Siguler Guff Small Buyout Op Fd Iv | Investment management fees (direct), Investment management | $39,625 |
| Manzi & Associates Llc | Accounting, Direct payment from the plan | $29,500 |
| Meketa Investment Group | Consulting (general), Direct payment from the plan | $22,917 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $22,500 |
| Krakow,Souris & Landry,Llc | Legal, Direct payment from the plan | $19,000 |
| Hamilton Lane Viii | Investment management fees (direct), Investment management | $12,717 |
| Intercontinental Real Estate Corp | Investment management fees (direct), Investment management | $11,663 |
| Amalgamated Bank | Investment management fees (direct), Investment management | $5,000 |