Roofers Local 221 Pension Trust Fund
Sponsored by Bot Roofers Local 221 Pension Trust Fund · EIN 990208117 · Plan #001
- Total assets
- $43.2M
- Net assets
- $43.1M
- Active participants
- 338
- 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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
| Barrow, Hanley, Mewhinney & Strauss, Llc CRD 105519 | fuzzy_auto · 100% | 2024 |
| Whitestar Advisors, Llc CRD 124627 | deterministic · 100% | 2024 |
| Affinity Investment Advisors, Llc CRD 108278 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First Hawaiian Bank | Custodial (other), Custodial (securities), Direct payment from the plan | $64,384 |
| Honolulu Actuarial Consultants Inc | Actuarial, Direct payment from the plan | $39,031 |
| James P Hasselman Cpa Llc | Accounting, Direct payment from the plan | $25,550 |
| Raymond James & Associates | Investment advisory (plan), Investment management fees (direct) | $21,000 |
| Whitestar Advisors Llc | Investment management, Investment management fees (direct) | $16,711 |
| Stephen Horn Insurance Services | Insurance agents and brokers, Insurance brokerage commissions | $16,305 |
| Barrow Hanley Mewhinney & Strauss | Investment management, Investment management fees (direct) | $16,015 |
| Affinity Investment Advisors Llc | Investment management, Investment management fees (direct) | $5,460 |