Toledo Roofers Local No 134 Pension Plan
Sponsored by Board Of Trustees Toledo Roofers Local No 134 Pension · EIN 346682179 · Plan #001
- Total assets
- $34.1M
- Net assets
- $34.1M
- Active participants
- 211
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney | Custodial (securities), Investment advisory (plan), Securities brokerage | $179,050 |
| Northwestern Ohio Administrators | Contract administrator | $70,083 |
| United Actuarial Services | Actuarial | $54,854 |
| Shumaker, Loop & Kendrick, Llp | Legal | $53,332 |
| Huntington Insurance | Insurance services | $18,297 |
| Clark, Schaefer, Hackett & Co | Accounting | $13,500 |
| International Foundation | Account maintenance fees | $5,625 |