United Union Of Roofers Local 8 Annuity Fund
Sponsored by United Union Of Roofers Local 8 Annuity Fund · EIN 116011299 · Plan #004
- Total assets
- $191M
- Net assets
- $189M
- Active participants
- 1,519
- With balances
- 3,569
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 |
|---|---|---|
| Old Glory Asset Management Llc CRD 126013 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 97% | 2024 |
| Atalanta Sosnoff Capital, Llc CRD 104880 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Old Glory Asset Management Llc | Investment management, Investment management fees (direct) | $217,780 |
| Boyd Watterson Asset Management | Investment management, Investment management fees (direct) | $179,531 |
| Empower Annuity Insurance Company | Investment management, Investment management fees (direct) | $164,857 |
| Zenith American Solutions | Contract administrator, Investment management fees (direct) | $67,968 |
| Quanvest Consultants | Investment management, Investment management fees (direct) | $58,080 |
| Foundry Partners Llc | Investment management, Investment management fees (direct) | $56,128 |
| Atalanta Sosnoff | Investment management, Investment management fees (direct) | $44,944 |
| Marshall & Moss Admin Services | Contract administrator, Investment management fees (direct) | $40,966 |
| William Rothberg, P.C. | Legal, Direct payment from the plan | $40,830 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct) | $40,666 |
| Mspc | Accounting, Direct payment from the plan | $34,444 |
| Barnes, Iaccarino & Shepherd, Llp | Legal, Direct payment from the plan | $31,510 |
| The Segal Company | Actuarial, Investment management fees (direct) | $5,750 |