Roofers Local No. 75 Pension Fund
Sponsored by Board Of Trustees Roofers Local No. 75 Pension Fund · EIN 311010072 · Plan #001
- Total assets
- $14.7M
- Net assets
- $14.6M
- Active participants
- 66
- With balances
- 0
Plan year beginning 06/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Capital Investment Advisors Inc CRD 107772 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Capital Investment Adv | Investment advisory (plan), Investment management fees (direct) | $37,688 |
| Ledbetter Partners Llc | Legal, Direct payment from the plan | $33,804 |
| Umr | Plan administrator, Direct payment from the plan | $26,999 |
| Cuni, Rust & Strenk | Actuarial, Direct payment from the plan | $25,750 |
| Dgperry,Pllc | Accounting, Direct payment from the plan | $19,936 |
| Segal Select Insurance | Insurance agents and brokers, Insurance brokerage commissions | $16,523 |
| Fifth Third Bank | Investment management fees (indirect), Investment management, Custodial (securities) | $11,306 |