Roofers Local Union No. 71 Pension Plan
Sponsored by Roofers Local Union No. 71 Pension Plan · EIN 346628427 · Plan #001
- Total assets
- $22.5M
- Net assets
- $22.5M
- Active participants
- 79
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| American Realty Advisors, Llc CRD 107965 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Acrisure | Actuarial | $39,065 |
| Benesys | Contract administrator, Recordkeeping | $26,951 |
| American Realty Adivisors | Investment management fees (direct), Investment management | $26,028 |
| Faulkner, Hoffman & Phillips | Legal | $24,267 |
| Mariner Institutional Llc | Consulting (general) | $20,000 |
| Yurchyk & Davis Cpas Inc. | Accounting | $10,900 |
| Fifth Third Bank | Investment management fees (direct), Investment management, Custodial (securities) | $9,236 |
| Mahoning Trumbull Shenango Central | Recordkeeping | $6,333 |