National Roofing Industry Supplemental Pension Plan
Sponsored by Trustees Of National Roofing Industry Supplemental Pension Plan · EIN 366157071 · Plan #002
- Total assets
- $236M
- Net assets
- $235M
- Active participants
- 9,509
- With balances
- 9,509
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Callan Llc CRD 107687 | deterministic · 100% | 2024 |
| Copeland Capital Management, Llc CRD 135822 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Eb Management | Recordkeeping | $283,480 |
| Callan | Investment advisory (plan) | $107,141 |
| M&T Bank | Custodial (other), Float revenue | $83,582 |
| Copeland Capital Management, Llc | Investment management, Investment management fees (direct) | $58,233 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $45,882 |
| Marco, Mcguire, & Arreola | Legal | $16,096 |
| Wilson Mcshane | Contract administrator | $8,400 |
| State Street Global | Investment management, Investment management fees (direct), Investment management fees (indirect) | $5,739 |