AUMdb

Roofers Local #2 Supplemental Pension Plan

Sponsored by Trustees Of United Union Of Roofers Waterproofers & Allied Workers #2 · EIN 431927886 · Plan #001 · St. Louis, MO

Total assets
$87.7M
Net assets
$87.6M
Active participants
763
With balances
2,636

Plan year beginning 03/01/2024 · Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Hartnett Reyes Jones Legal, Direct payment from the plan $84,027
Benesys Contract administrator, Direct payment from the plan $78,809
Lpl Financial Investment management, Direct payment from the plan $58,479
Romolo & Associates, Llc Accounting, Direct payment from the plan $22,006