National Roofing Industry Pension Fund
Sponsored by National Roofing Industry Pension Fund Wilson Mcshane Corporation · EIN 366157071 · Plan #001
- Total assets
- $2.1B
- Net assets
- $2.1B
- Active participants
- 14,618
- 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 |
|---|---|---|
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Castleark Management Llc CRD 109587 | deterministic · 100% | 2024 |
| Scout Investments, Inc. CRD 111787 | deterministic · 100% | 2024 |
| Callan Llc CRD 107687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wilson Mcshane | Contract administrator, Non-monetary compensation | $1,695,300 |
| State Street Global Advisors | Investment management, Other commissions | $1,007,402 |
| Ullico Investment Advisors | Investment management | $858,704 |
| Union Labor Life Insurance Company | Investment management, Other commissions | $758,981 |
| The Boston Company | Investment management, Other commissions | $550,638 |
| Lsv Asset Management | Investment management | $540,984 |
| Castleark Management, Llc | Investment management | $450,908 |
| Horizon Actuarial Services | Actuarial, Non-monetary compensation | $385,808 |
| Scout Investments | Investment management | $309,323 |
| Blackrock Institutional Trust | Investment management, Other commissions | $260,809 |
| Legacy Professionals Llp | Accounting, Recordkeeping, Non-monetary compensation | $220,197 |
| Callan Llc | Investment advisory (plan), Non-monetary compensation | $156,877 |
| Marco, Mcguire & Arreola | Legal, Non-monetary compensation | $107,655 |
| M&T Bank | Custodial (securities), Investment management, Float revenue | $91,943 |
| Johnson & Krol, Llc | Legal | $70,442 |
| Kirkland & Ellis Llp | Legal, Non-monetary compensation | $65,695 |
| Young Law Office | Legal | $63,400 |
| Law Offices Of Robert Bohrer | Legal, Non-monetary compensation | $62,212 |
| Hartnett, Reyes Jones, Llc | Legal | $55,087 |
| Romolo & Associates | Recordkeeping | $39,195 |
| Withum Smithbrown | Recordkeeping | $24,973 |
| Kinsey Robinson | Trustee (individual), Non-monetary compensation | $0 |
| Chris Cronin | Trustee (individual), Non-monetary compensation | $0 |
| Dan O'donnell | Trustee (individual), Non-monetary compensation | $0 |
| Robert Dalsin | Trustee (individual), Non-monetary compensation | $0 |
| Frank Lawson | Trustee (individual), Non-monetary compensation | $0 |